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 | $159,888 | $138,044+15.8% | $125,339+27.6% | $134,475+18.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.02% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $12,241 | $5,243+133.5% | $4,814+154.3% | $4,740+158.3% |
| Participant deferral / active EE | $10,721 | $7,799+37.5% | $7,446+44.0% | $6,400+67.5% |
| Admin fee / account holder | $5,321 | $11,571-54.0% | $10,010-46.8% | $11,426-53.4% |