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 | $153,080 | $138,044+10.9% | $125,339+22.1% | $134,475+13.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.70% | 750.33%-764.0pp | 572.05%-585.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $6,884 | $5,243+31.3% | $4,814+43.0% | $4,740+45.2% |
| Participant deferral / active EE | $14,634 | $7,799+87.6% | $7,446+96.5% | $6,400+128.7% |
| Admin fee / account holder | $72,964 | $11,571+530.6% | $10,010+628.9% | $11,426+538.6% |