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 | $196,319 | $138,044+42.2% | $125,339+56.6% | $134,475+46.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.66% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,175 | $5,243-39.5% | $4,814-34.0% | $4,740-33.0% |
| Participant deferral / active EE | $13,469 | $7,799+72.7% | $7,446+80.9% | $6,400+110.5% |
| Admin fee / account holder | $19,589 | $11,571+69.3% | $10,010+95.7% | $11,426+71.4% |