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 7-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 | $176,711 | $138,044+28.0% | $125,339+41.0% | $134,475+31.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.52% | 750.33%-770.8pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $31,999 | $5,243+510.3% | $4,814+564.8% | $4,740+575.1% |
| Participant deferral / active EE | $11,933 | $7,799+53.0% | $7,446+60.3% | $6,400+86.5% |
| Admin fee / account holder | $986 | $11,571-91.5% | $10,010-90.2% | $11,426-91.4% |