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 5-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 | $84,087 | $138,044-39.1% | $125,339-32.9% | $134,475-37.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.35% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $9,909 | $5,243+89.0% | $4,814+105.9% | $4,740+109.1% |
| Participant deferral / active EE | $17,413 | $7,799+123.3% | $7,446+133.8% | $6,400+172.1% |
| Admin fee / account holder | $14,009 | $11,571+21.1% | $10,010+40.0% | $11,426+22.6% |