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 | $96,603 | $138,044-30.0% | $125,339-22.9% | $134,475-28.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.07% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $18,000 | $5,243+243.3% | $4,814+273.9% | $4,740+279.8% |
| Participant deferral / active EE | $21,610 | $7,799+177.1% | $7,446+190.2% | $6,400+237.7% |
| Admin fee / account holder | $11,250 | $11,571-2.8% | $10,010+12.4% | $11,426-1.5% |