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 8-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 | $98,108 | $138,044-28.9% | $125,339-21.7% | $134,475-27.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.27% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $14,673 | $5,243+179.8% | $4,814+204.8% | $4,740+209.6% |
| Participant deferral / active EE | $15,105 | $7,799+93.7% | $7,446+102.9% | $6,400+136.0% |
| Admin fee / account holder | $1,451 | $11,571-87.5% | $10,010-85.5% | $11,426-87.3% |