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 9-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 | $210,994 | $138,044+52.8% | $125,339+68.3% | $134,475+56.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.57% | 750.33%-761.9pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $24,158 | $5,243+360.7% | $4,814+401.9% | $4,740+409.7% |
| Participant deferral / active EE | $24,744 | $7,799+217.3% | $7,446+232.3% | $6,400+286.6% |
| Admin fee / account holder | $3,159 | $11,571-72.7% | $10,010-68.4% | $11,426-72.3% |