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 | $224,485 | $138,044+62.6% | $125,339+79.1% | $134,475+66.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.19% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,213 | $5,243-38.7% | $4,814-33.3% | $4,740-32.2% |
| Participant deferral / active EE | $7,600 | $7,799-2.5% | $7,446+2.1% | $6,400+18.8% |
| Admin fee / account holder | $1,097 | $11,571-90.5% | $10,010-89.0% | $11,426-90.4% |