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 | $133,880 | $138,044-3.0% | $125,339+6.8% | $134,475-0.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.47% | 750.33%-770.8pp | 572.05%-592.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $8,980 | $5,243+71.3% | $4,814+86.5% | $4,740+89.5% |
| Participant deferral / active EE | $13,150 | $7,799+68.6% | $7,446+76.6% | $6,400+105.5% |
| Admin fee / account holder | $1,150 | $11,571-90.1% | $10,010-88.5% | $11,426-89.9% |