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 | $98,494 | $138,044-28.7% | $125,339-21.4% | $134,475-26.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.27% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $10,590 | $5,243+102.0% | $4,814+120.0% | $4,740+123.4% |
| Participant deferral / active EE | $10,607 | $7,799+36.0% | $7,446+42.4% | $6,400+65.7% |
| Admin fee / account holder | $864 | $11,571-92.5% | $10,010-91.4% | $11,426-92.4% |