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 | $107,469 | $160,055-32.9% | $140,016-23.2% | $135,375-20.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.77% | 911.38%-918.2pp | 651.12%-657.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $5,297 | $6,420-17.5% | $5,606-5.5% | $4,779+10.9% |
| Participant deferral / active EE | $12,324 | $7,642+61.3% | $6,927+77.9% | $5,609+119.7% |
| Admin fee / account holder | $8,510 | $13,328-36.1% | $10,705-20.5% | $10,827-21.4% |