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 7-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 | $118,276 | $99,640+18.7% | $86,436+36.8% | $134,475-12.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.08% | 6782.58%-6802.7pp | 4394.89%-4415.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $22,974 | $4,400+422.1% | $3,769+509.6% | $4,740+384.7% |
| Participant deferral / active EE | $16,138 | $7,246+122.7% | $6,952+132.1% | $6,400+152.2% |
| Admin fee / account holder | $12,836 | $8,371+53.3% | $6,731+90.7% | $11,426+12.3% |