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 | $171,380 | $99,640+72.0% | $86,436+98.3% | $134,475+27.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.80% | 6782.58%-6798.4pp | 4394.89%-4410.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,165 | $4,400-28.1% | $3,769-16.0% | $4,740-33.2% |
| Participant deferral / active EE | $16,630 | $7,246+129.5% | $6,952+139.2% | $6,400+159.9% |
| Admin fee / account holder | $1,325 | $8,371-84.2% | $6,731-80.3% | $11,426-88.4% |