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 | $176,220 | $99,640+76.9% | $86,436+103.9% | $134,475+31.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.63% | 6782.58%-6800.2pp | 4394.89%-4412.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $13,068 | $4,400+197.0% | $3,769+246.8% | $4,740+175.7% |
| Participant deferral / active EE | $11,350 | $7,246+56.6% | $6,952+63.3% | $6,400+77.3% |
| Admin fee / account holder | $1,279 | $8,371-84.7% | $6,731-81.0% | $11,426-88.8% |