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 10-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 | $71,672 | $138,044-48.1% | $125,339-42.8% | $134,475-46.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.71% | 750.33%-766.0pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $7,074 | $5,243+34.9% | $4,814+47.0% | $4,740+49.3% |
| Participant deferral / active EE | $11,006 | $7,799+41.1% | $7,446+47.8% | $6,400+72.0% |
| Admin fee / account holder | $39,089 | $11,571+237.8% | $10,010+290.5% | $11,426+242.1% |