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 8-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 | $47,157 | $138,044-65.8% | $125,339-62.4% | $134,475-64.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.31% | 750.33%-766.6pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $10,721 | $5,243+104.5% | $4,814+122.7% | $4,740+126.2% |
| Participant deferral / active EE | $7,321 | $7,799-6.1% | $7,446-1.7% | $6,400+14.4% |
| Admin fee / account holder | $436 | $11,571-96.2% | $10,010-95.6% | $11,426-96.2% |