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 | $214,638 | $138,044+55.5% | $125,339+71.2% | $134,475+59.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.42% | 750.33%-765.7pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,100 | $5,243-59.9% | $4,814-56.4% | $4,740-55.7% |
| Participant deferral / active EE | $21,988 | $7,799+181.9% | $7,446+195.3% | $6,400+243.6% |
| Admin fee / account holder | $517 | $11,571-95.5% | $10,010-94.8% | $11,426-95.5% |