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 8-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 | $206,537 | $138,044+49.6% | $125,339+64.8% | $134,475+53.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.83% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,703 | $5,243-48.4% | $4,814-43.8% | $4,740-43.0% |
| Participant deferral / active EE | $18,175 | $7,799+133.0% | $7,446+144.1% | $6,400+184.0% |
| Admin fee / account holder | $2,574 | $11,571-77.8% | $10,010-74.3% | $11,426-77.5% |