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 | $142,203 | $160,055-11.2% | $140,016+1.6% | $135,375+5.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.62% | 911.38%-919.0pp | 651.12%-658.7pp | 519.73%-527.4pp |
| Employer contribution / active EE | $11,888 | $6,420+85.2% | $5,606+112.1% | $4,779+148.8% |
| Participant deferral / active EE | $8,811 | $7,642+15.3% | $6,927+27.2% | $5,609+57.1% |
| Admin fee / account holder | $873 | $13,328-93.4% | $10,705-91.8% | $10,827-91.9% |