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 | $151,697 | $138,044+9.9% | $125,339+21.0% | $134,475+12.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.17% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $11,620 | $5,243+121.6% | $4,814+141.4% | $4,740+145.2% |
| Participant deferral / active EE | $9,633 | $7,799+23.5% | $7,446+29.4% | $6,400+50.5% |
| Admin fee / account holder | $1,864 | $11,571-83.9% | $10,010-81.4% | $11,426-83.7% |