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 | $52,662 | $180,449-70.8% | $154,107-65.8% | $135,375-61.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.11% | 888.09%-894.2pp | 735.12%-741.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $19,023 | $6,035+215.2% | $5,298+259.1% | $4,779+298.1% |
| Participant deferral / active EE | $9,400 | $5,806+61.9% | $5,081+85.0% | $5,609+67.6% |
| Admin fee / account holder | $319 | $16,143-98.0% | $13,411-97.6% | $10,827-97.1% |