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 6-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 | $34,678 | $138,044-74.9% | $125,339-72.3% | $134,475-74.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.91% | 750.33%-763.2pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $10,154 | $5,243+93.7% | $4,814+110.9% | $4,740+114.2% |
| Participant deferral / active EE | $7,447 | $7,799-4.5% | $7,4460% | $6,400+16.4% |
| Admin fee / account holder | $452 | $11,571-96.1% | $10,010-95.5% | $11,426-96.0% |