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 | $115,019 | $138,044-16.7% | $125,339-8.2% | $134,475-14.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.68% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $4,472 | $5,243-14.7% | $4,814-7.1% | $4,740-5.6% |
| Participant deferral / active EE | $12,752 | $7,799+63.5% | $7,446+71.2% | $6,400+99.3% |
| Admin fee / account holder | $8,839 | $11,571-23.6% | $10,010-11.7% | $11,426-22.6% |