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 9-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 | $76,667 | $138,044-44.5% | $125,339-38.8% | $134,475-43.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.01% | 750.33%-768.3pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $11,572 | $5,243+120.7% | $4,814+140.4% | $4,740+144.1% |
| Participant deferral / active EE | $7,427 | $7,799-4.8% | $7,446-0.3% | $6,400+16.1% |
| Admin fee / account holder | $1,000 | $11,571-91.4% | $10,010-90.0% | $11,426-91.2% |