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 | $243,620 | $138,044+76.5% | $125,339+94.4% | $134,475+81.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.51% | 750.33%-770.8pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,495 | $5,243-33.3% | $4,814-27.4% | $4,740-26.3% |
| Participant deferral / active EE | $13,548 | $7,799+73.7% | $7,446+81.9% | $6,400+111.7% |
| Admin fee / account holder | $9,028 | $11,571-22.0% | $10,010-9.8% | $11,426-21.0% |