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 6-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 | $182,450 | $138,044+32.2% | $125,339+45.6% | $134,475+35.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.71% | 750.33%-760.0pp | 572.05%-581.8pp | 417.96%-427.7pp |
| Employer contribution / active EE | $4,561 | $5,243-13.0% | $4,814-5.2% | $4,740-3.8% |
| Participant deferral / active EE | $7,718 | $7,799-1.0% | $7,446+3.6% | $6,400+20.6% |
| Admin fee / account holder | $2,422 | $11,571-79.1% | $10,010-75.8% | $11,426-78.8% |