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 | $100,333 | $138,065-27.3% | $123,544-18.8% | $135,375-25.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.09% | 153.68%-162.8pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $14,662 | $5,151+184.6% | $4,628+216.8% | $4,779+206.8% |
| Participant deferral / active EE | $9,051 | $6,799+33.1% | $6,426+40.9% | $5,609+61.4% |
| Admin fee / account holder | $996 | $10,916-90.9% | $9,284-89.3% | $10,827-90.8% |