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 | $102,249 | $99,640+2.6% | $86,436+18.3% | $134,475-24.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.76% | 6782.58%-6802.3pp | 4394.89%-4414.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $21,900 | $4,400+397.7% | $3,769+481.1% | $4,740+362.1% |
| Participant deferral / active EE | $17,250 | $7,246+138.1% | $6,952+148.1% | $6,400+169.5% |
| Admin fee / account holder | $712 | $8,371-91.5% | $6,731-89.4% | $11,426-93.8% |