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 | $239,905 | $138,044+73.8% | $125,339+91.4% | $134,475+78.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.00% | 750.33%-769.3pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,336 | $5,243-55.5% | $4,814-51.5% | $4,740-50.7% |
| Participant deferral / active EE | $7,615 | $7,799-2.4% | $7,446+2.3% | $6,400+19.0% |
| Admin fee / account holder | $1,257 | $11,571-89.1% | $10,010-87.4% | $11,426-89.0% |