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 | $120,315 | $92,703+29.8% | $82,719+45.4% | $134,475-10.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.55% | 944.92%-951.5pp | 701.18%-707.7pp | 417.96%-424.5pp |
| Employer contribution / active EE | $5,917 | $3,274+80.7% | $3,009+96.7% | $4,740+24.8% |
| Participant deferral / active EE | $9,118 | $4,802+89.9% | $4,395+107.5% | $6,400+42.5% |
| Admin fee / account holder | $362 | $5,983-93.9% | $5,329-93.2% | $11,426-96.8% |