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 | $173,848 | $99,640+74.5% | $86,436+101.1% | $134,475+29.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.59% | 6782.58%-6799.2pp | 4394.89%-4411.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $7,642 | $4,400+73.7% | $3,769+102.8% | $4,740+61.2% |
| Participant deferral / active EE | $21,596 | $7,246+198.0% | $6,952+210.7% | $6,400+237.4% |
| Admin fee / account holder | $697 | $8,371-91.7% | $6,731-89.7% | $11,426-93.9% |