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 | $83,231 | $101,283-17.8% | $75,826+9.8% | $135,375-38.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -6.20% | 3384.62%-3390.8pp | 1914.15%-1920.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $8,239 | $2,382+245.9% | $1,913+330.6% | $4,779+72.4% |
| Participant deferral / active EE | $8,439 | $3,469+143.3% | $2,862+194.8% | $5,609+50.5% |
| Admin fee / account holder | $1,145 | $6,539-82.5% | $4,726-75.8% | $10,827-89.4% |