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 | $111,974 | $138,044-18.9% | $125,339-10.7% | $134,475-16.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.97% | 750.33%-763.3pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $12,579 | $5,243+139.9% | $4,814+161.3% | $4,740+165.4% |
| Participant deferral / active EE | $15,913 | $7,799+104.0% | $7,446+113.7% | $6,400+148.7% |
| Admin fee / account holder | $336 | $11,571-97.1% | $10,010-96.6% | $11,426-97.1% |