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 5-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 | $228,646 | $138,044+65.6% | $125,339+82.4% | $134,475+70.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.65% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $10,596 | $5,243+102.1% | $4,814+120.1% | $4,740+123.6% |
| Participant deferral / active EE | $9,568 | $7,799+22.7% | $7,446+28.5% | $6,400+49.5% |
| Admin fee / account holder | $1,930 | $11,571-83.3% | $10,010-80.7% | $11,426-83.1% |