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 9-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 | $105,513 | $160,055-34.1% | $140,016-24.6% | $135,375-22.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.35% | 911.38%-916.7pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $10,618 | $6,420+65.4% | $5,606+89.4% | $4,779+122.2% |
| Participant deferral / active EE | $18,718 | $7,642+144.9% | $6,927+170.2% | $5,609+233.7% |
| Admin fee / account holder | $26,963 | $13,328+102.3% | $10,705+151.9% | $10,827+149.0% |