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 | $229,149 | $138,044+66.0% | $125,339+82.8% | $134,475+70.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.40% | 750.33%-767.7pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $12,032 | $5,243+129.5% | $4,814+150.0% | $4,740+153.9% |
| Participant deferral / active EE | $11,413 | $7,799+46.3% | $7,446+53.3% | $6,400+78.3% |
| Admin fee / account holder | $45,401 | $11,571+292.4% | $10,010+353.6% | $11,426+297.4% |