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 10-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 | $79,701 | $138,044-42.3% | $125,339-36.4% | $134,475-40.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.12% | 750.33%-757.4pp | 572.05%-579.2pp | 417.96%-425.1pp |
| Employer contribution / active EE | $14,907 | $5,243+184.3% | $4,814+209.7% | $4,740+214.5% |
| Participant deferral / active EE | $9,578 | $7,799+22.8% | $7,446+28.6% | $6,400+49.7% |
| Admin fee / account holder | $826 | $11,571-92.9% | $10,010-91.7% | $11,426-92.8% |