See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,422 | $138,044-81.6% | $125,339-79.7% | $134,475-81.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.08% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,436 | $5,243-34.5% | $4,814-28.6% | $4,740-27.5% |
| Participant deferral / active EE | $10,478 | $7,799+34.4% | $7,446+40.7% | $6,400+63.7% |
| Admin fee / account holder | $441 | $11,571-96.2% | $10,010-95.6% | $11,426-96.1% |