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 4-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 | $67,910 | $138,044-50.8% | $125,339-45.8% | $134,475-49.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.22% | 750.33%-769.5pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $13,765 | $5,243+162.5% | $4,814+186.0% | $4,740+190.4% |
| Participant deferral / active EE | $10,152 | $7,799+30.2% | $7,446+36.3% | $6,400+58.6% |
| Admin fee / account holder | $2,570 | $11,571-77.8% | $10,010-74.3% | $11,426-77.5% |