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 | $19,770 | $138,044-85.7% | $125,339-84.2% | $134,475-85.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.39% | 750.33%-762.7pp | 572.05%-584.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $9,269 | $5,243+76.8% | $4,814+92.6% | $4,740+95.6% |
| Participant deferral / active EE | $15,928 | $7,799+104.2% | $7,446+113.9% | $6,400+148.9% |
| Admin fee / account holder | $19,057 | $11,571+64.7% | $10,010+90.4% | $11,426+66.8% |