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 | $148,971 | $138,065+7.9% | $123,544+20.6% | $135,375+10.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.34% | 153.68%-155.0pp | 119.20%-120.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $42,601 | $5,151+727.0% | $4,628+820.6% | $4,779+791.5% |
| Participant deferral / active EE | $14,190 | $6,799+108.7% | $6,426+120.8% | $5,609+153.0% |
| Admin fee / account holder | $16,786 | $10,916+53.8% | $9,284+80.8% | $10,827+55.0% |