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 | $125,555 | $138,044-9.0% | $125,339+0.2% | $134,475-6.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.06% | 750.33%-758.4pp | 572.05%-580.1pp | 417.96%-426.0pp |
| Employer contribution / active EE | $13,616 | $5,243+159.7% | $4,814+182.9% | $4,740+187.3% |
| Participant deferral / active EE | $6,750 | $7,799-13.4% | $7,446-9.4% | $6,400+5.5% |
| Admin fee / account holder | $1,194 | $11,571-89.7% | $10,010-88.1% | $11,426-89.6% |