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 | $102,993 | $180,449-42.9% | $154,107-33.2% | $135,375-23.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.24% | 888.09%-890.3pp | 735.12%-737.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $11,096 | $6,035+83.9% | $5,298+109.5% | $4,779+132.2% |
| Participant deferral / active EE | $9,894 | $5,806+70.4% | $5,081+94.7% | $5,609+76.4% |
| Admin fee / account holder | $5,622 | $16,143-65.2% | $13,411-58.1% | $10,827-48.1% |