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 | $102,883 | $88,594+16.1% | $70,092+46.8% | $134,475-23.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -19.74% | 442.67%-462.4pp | 190.73%-210.5pp | 417.96%-437.7pp |
| Employer contribution / active EE | $10,311 | $3,233+218.9% | $2,559+303.0% | $4,740+117.5% |
| Participant deferral / active EE | $10,726 | $4,772+124.8% | $3,849+178.7% | $6,400+67.6% |
| Admin fee / account holder | $12,770 | $10,441+22.3% | $6,267+103.8% | $11,426+11.8% |