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 | $148,109 | $92,703+59.8% | $82,719+79.1% | $134,475+10.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -8.57% | 944.92%-953.5pp | 701.18%-709.8pp | 417.96%-426.5pp |
| Employer contribution / active EE | $7,340 | $3,274+124.2% | $3,009+143.9% | $4,740+54.9% |
| Participant deferral / active EE | $12,261 | $4,802+155.3% | $4,395+179.0% | $6,400+91.6% |
| Admin fee / account holder | $52,751 | $5,983+781.8% | $5,329+889.9% | $11,426+361.7% |