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 3-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 | $119,473 | $138,044-13.5% | $125,339-4.7% | $134,475-11.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.05% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $7,686 | $5,243+46.6% | $4,814+59.7% | $4,740+62.2% |
| Participant deferral / active EE | $27,067 | $7,799+247.1% | $7,446+263.5% | $6,400+322.9% |
| Admin fee / account holder | $163,877 | $11,571+1316.2% | $10,010+1537.2% | $11,426+1334.3% |