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 | $20,215 | $138,044-85.4% | $125,339-83.9% | $134,475-85.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.80% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $11,741 | $5,243+123.9% | $4,814+143.9% | $4,740+147.7% |
| Participant deferral / active EE | $4,740 | $7,799-39.2% | $7,446-36.3% | $6,400-25.9% |
| Admin fee / account holder | $603 | $11,571-94.8% | $10,010-94.0% | $11,426-94.7% |