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 | $108,374 | $138,044-21.5% | $125,339-13.5% | $134,475-19.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.59% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $13,828 | $5,243+163.7% | $4,814+187.3% | $4,740+191.8% |
| Participant deferral / active EE | $10,297 | $7,799+32.0% | $7,446+38.3% | $6,400+60.9% |
| Admin fee / account holder | $511 | $11,571-95.6% | $10,010-94.9% | $11,426-95.5% |