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 6-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 | $171,026 | $138,044+23.9% | $125,339+36.5% | $134,475+27.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.40% | 750.33%-768.7pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $14,283 | $5,243+172.4% | $4,814+196.7% | $4,740+201.3% |
| Participant deferral / active EE | $7,942 | $7,799+1.8% | $7,446+6.7% | $6,400+24.1% |
| Admin fee / account holder | $1,256 | $11,571-89.1% | $10,010-87.4% | $11,426-89.0% |