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 7-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 | $98,185 | $138,044-28.9% | $125,339-21.7% | $134,475-27.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.12% | 750.33%-768.4pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $8,723 | $5,243+66.4% | $4,814+81.2% | $4,740+84.0% |
| Participant deferral / active EE | $8,807 | $7,799+12.9% | $7,446+18.3% | $6,400+37.6% |
| Admin fee / account holder | $537 | $11,571-95.4% | $10,010-94.6% | $11,426-95.3% |