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 | $208,826 | $104,106+100.6% | $71,086+193.8% | $135,375+54.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -7.34% | 1256.30%-1263.6pp | 650.59%-657.9pp | 519.73%-527.1pp |
| Employer contribution / active EE | $19,460 | $1,485+1210.5% | $1,088+1689.1% | $4,779+307.2% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,677 | $4,142+109.5% | $3,082+181.5% | $10,827-19.9% |