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 10-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 | $174,184 | $138,044+26.2% | $125,339+39.0% | $134,475+29.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.01% | 750.33%-770.3pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $4,355 | $5,243-16.9% | $4,814-9.5% | $4,740-8.1% |
| Participant deferral / active EE | $12,615 | $7,799+61.8% | $7,446+69.4% | $6,400+97.1% |
| Admin fee / account holder | $3,223 | $11,571-72.1% | $10,010-67.8% | $11,426-71.8% |