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 | $87,395 | $138,044-36.7% | $125,339-30.3% | $134,475-35.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.99% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $7,671 | $5,243+46.3% | $4,814+59.4% | $4,740+61.8% |
| Participant deferral / active EE | $18,278 | $7,799+134.4% | $7,446+145.5% | $6,400+185.6% |
| Admin fee / account holder | $7,140 | $11,571-38.3% | $10,010-28.7% | $11,426-37.5% |