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 6-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 | $118,397 | $92,703+27.7% | $82,719+43.1% | $134,475-12.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.50% | 944.92%-952.4pp | 701.18%-708.7pp | 417.96%-425.5pp |
| Employer contribution / active EE | $7,820 | $3,274+138.9% | $3,009+159.9% | $4,740+65.0% |
| Participant deferral / active EE | $6,055 | $4,802+26.1% | $4,395+37.8% | $6,400-5.4% |
| Admin fee / account holder | $203,878 | $5,983+3307.9% | $5,329+3725.9% | $11,426+1684.3% |