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 | $32,785 | $138,044-76.3% | $125,339-73.8% | $134,475-75.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.65% | 750.33%-761.0pp | 572.05%-582.7pp | 417.96%-428.6pp |
| Employer contribution / active EE | $3,544 | $5,243-32.4% | $4,814-26.4% | $4,740-25.2% |
| Participant deferral / active EE | $14,877 | $7,799+90.8% | $7,446+99.8% | $6,400+132.5% |
| Admin fee / account holder | $352 | $11,571-97.0% | $10,010-96.5% | $11,426-96.9% |