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 10-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 | $79,297 | $138,044-42.6% | $125,339-36.7% | $134,475-41.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.81% | 750.33%-765.1pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $7,875 | $5,243+50.2% | $4,814+63.6% | $4,740+66.2% |
| Participant deferral / active EE | $13,510 | $7,799+73.2% | $7,446+81.4% | $6,400+111.1% |
| Admin fee / account holder | $11,612 | $11,571+0.3% | $10,010+16.0% | $11,426+1.6% |