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 | $141,504 | $138,044+2.5% | $125,339+12.9% | $134,475+5.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.16% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $6,770 | $5,243+29.1% | $4,814+40.6% | $4,740+42.8% |
| Participant deferral / active EE | $20,811 | $7,799+166.8% | $7,446+179.5% | $6,400+225.2% |
| Admin fee / account holder | $22,995 | $11,571+98.7% | $10,010+129.7% | $11,426+101.3% |