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 | $47,344 | $138,044-65.7% | $125,339-62.2% | $134,475-64.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.92% | 750.33%-766.2pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $12,885 | $5,243+145.7% | $4,814+167.7% | $4,740+171.9% |
| Participant deferral / active EE | $8,330 | $7,799+6.8% | $7,446+11.9% | $6,400+30.2% |
| Admin fee / account holder | $5,948 | $11,571-48.6% | $10,010-40.6% | $11,426-47.9% |