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 4-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 | $107,152 | $92,703+15.6% | $82,719+29.5% | $134,475-20.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.92% | 944.92%-963.8pp | 701.18%-720.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $11,386 | $3,274+247.8% | $3,009+278.4% | $4,740+140.2% |
| Participant deferral / active EE | $16,918 | $4,802+252.3% | $4,395+284.9% | $6,400+164.4% |
| Admin fee / account holder | $126,397 | $5,983+2012.8% | $5,329+2271.9% | $11,426+1006.2% |