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 | $40,229 | $138,044-70.9% | $125,339-67.9% | $134,475-70.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.40% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $9,079 | $5,243+73.2% | $4,814+88.6% | $4,740+91.6% |
| Participant deferral / active EE | $8,463 | $7,799+8.5% | $7,446+13.7% | $6,400+32.2% |
| Admin fee / account holder | $9,692 | $11,571-16.2% | $10,010-3.2% | $11,426-15.2% |