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 | $243,945 | $138,044+76.7% | $125,339+94.6% | $134,475+81.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.53% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $14,843 | $5,243+183.1% | $4,814+208.4% | $4,740+213.2% |
| Participant deferral / active EE | $15,044 | $7,799+92.9% | $7,446+102.0% | $6,400+135.1% |
| Admin fee / account holder | $843 | $11,571-92.7% | $10,010-91.6% | $11,426-92.6% |