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 5-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 | $123,202 | $138,044-10.8% | $125,339-1.7% | $134,475-8.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.71% | 750.33%-766.0pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $10,072 | $5,243+92.1% | $4,814+109.2% | $4,740+112.5% |
| Participant deferral / active EE | $4,375 | $7,799-43.9% | $7,446-41.2% | $6,400-31.6% |
| Admin fee / account holder | $634 | $11,571-94.5% | $10,010-93.7% | $11,426-94.5% |