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 | $99,663 | $138,044-27.8% | $125,339-20.5% | $134,475-25.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.51% | 750.33%-769.8pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $25,519 | $5,243+386.7% | $4,814+430.1% | $4,740+438.4% |
| Participant deferral / active EE | $21,429 | $7,799+174.8% | $7,446+187.8% | $6,400+234.8% |
| Admin fee / account holder | $549 | $11,571-95.3% | $10,010-94.5% | $11,426-95.2% |