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 8-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 | $74,977 | $138,044-45.7% | $125,339-40.2% | $134,475-44.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.02% | 750.33%-767.3pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $15,885 | $5,243+203.0% | $4,814+230.0% | $4,740+235.2% |
| Participant deferral / active EE | $11,574 | $7,799+48.4% | $7,446+55.4% | $6,400+80.9% |
| Admin fee / account holder | $23,476 | $11,571+102.9% | $10,010+134.5% | $11,426+105.5% |