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 | $121,892 | $92,703+31.5% | $82,719+47.4% | $134,475-9.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.43% | 944.92%-960.4pp | 701.18%-716.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $9,964 | $3,274+204.3% | $3,009+231.1% | $4,740+110.2% |
| Participant deferral / active EE | $9,916 | $4,802+106.5% | $4,395+125.6% | $6,400+54.9% |
| Admin fee / account holder | $17,594 | $5,983+194.1% | $5,329+230.2% | $11,426+54.0% |