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 8-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 | $27,528 | $138,044-80.1% | $125,339-78.0% | $134,475-79.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.52% | 750.33%-769.8pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,886 | $5,243-45.0% | $4,814-40.0% | $4,740-39.1% |
| Participant deferral / active EE | $10,639 | $7,799+36.4% | $7,446+42.9% | $6,400+66.2% |
| Admin fee / account holder | $301 | $11,571-97.4% | $10,010-97.0% | $11,426-97.4% |