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 | $151,590 | $138,044+9.8% | $125,339+20.9% | $134,475+12.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.89% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $15,242 | $5,243+190.7% | $4,814+216.6% | $4,740+221.6% |
| Participant deferral / active EE | $11,518 | $7,799+47.7% | $7,446+54.7% | $6,400+80.0% |
| Admin fee / account holder | $3,329 | $11,571-71.2% | $10,010-66.7% | $11,426-70.9% |