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 | $103,976 | $138,044-24.7% | $125,339-17.0% | $134,475-22.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.63% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $10,371 | $5,243+97.8% | $4,814+115.4% | $4,740+118.8% |
| Participant deferral / active EE | $8,380 | $7,799+7.5% | $7,446+12.5% | $6,400+30.9% |
| Admin fee / account holder | $1,741 | $11,571-85.0% | $10,010-82.6% | $11,426-84.8% |