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 10-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 | $146,644 | $138,044+6.2% | $125,339+17.0% | $134,475+9.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.66% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $12,610 | $5,243+140.5% | $4,814+162.0% | $4,740+166.1% |
| Participant deferral / active EE | $12,552 | $7,799+60.9% | $7,446+68.6% | $6,400+96.1% |
| Admin fee / account holder | $1,538 | $11,571-86.7% | $10,010-84.6% | $11,426-86.5% |