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 | $79,496 | $138,044-42.4% | $125,339-36.6% | $134,475-40.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.31% | 750.33%-766.6pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $15,713 | $5,243+199.7% | $4,814+226.4% | $4,740+231.5% |
| Participant deferral / active EE | $18,378 | $7,799+135.6% | $7,446+146.8% | $6,400+187.2% |
| Admin fee / account holder | $1,820 | $11,571-84.3% | $10,010-81.8% | $11,426-84.1% |