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 6-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 | $63,697 | $138,044-53.9% | $125,339-49.2% | $134,475-52.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.02% | 750.33%-769.3pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,992 | $5,243-23.9% | $4,814-17.1% | $4,740-15.8% |
| Participant deferral / active EE | $22,180 | $7,799+184.4% | $7,446+197.9% | $6,400+246.6% |
| Admin fee / account holder | $3,092 | $11,571-73.3% | $10,010-69.1% | $11,426-72.9% |