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 | $113,704 | $138,044-17.6% | $125,339-9.3% | $134,475-15.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.75% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $8,347 | $5,243+59.2% | $4,814+73.4% | $4,740+76.1% |
| Participant deferral / active EE | $17,394 | $7,799+123.0% | $7,446+133.6% | $6,400+171.8% |
| Admin fee / account holder | $9,256 | $11,571-20.0% | $10,010-7.5% | $11,426-19.0% |