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 | $119,808 | $99,640+20.2% | $86,436+38.6% | $134,475-10.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.36% | 6782.58%-6799.9pp | 4394.89%-4412.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $14,526 | $4,400+230.1% | $3,769+285.5% | $4,740+206.5% |
| Participant deferral / active EE | $10,250 | $7,246+41.5% | $6,952+47.4% | $6,400+60.2% |
| Admin fee / account holder | $1,182 | $8,371-85.9% | $6,731-82.4% | $11,426-89.7% |