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 | $174,024 | $138,044+26.1% | $125,339+38.8% | $134,475+29.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.02% | 750.33%-766.3pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $35,168 | $5,243+570.7% | $4,814+630.6% | $4,740+642.0% |
| Participant deferral / active EE | $4,600 | $7,799-41.0% | $7,446-38.2% | $6,400-28.1% |
| Admin fee / account holder | $2,683 | $11,571-76.8% | $10,010-73.2% | $11,426-76.5% |