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 7-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 | $111,628 | $138,044-19.1% | $125,339-10.9% | $134,475-17.0% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -16.92% | 750.33%-767.2pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $15,932 | $5,243+203.8% | $4,814+231.0% | $4,740+236.1% |
| Participant deferral / active EE | $10,665 | $7,799+36.8% | $7,446+43.2% | $6,400+66.7% |
| Admin fee / account holder | $492 | $11,571-95.7% | $10,010-95.1% | $11,426-95.7% |