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 | $189,747 | $138,044+37.5% | $125,339+51.4% | $134,475+41.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.70% | 750.33%-759.0pp | 572.05%-580.7pp | 417.96%-426.7pp |
| Employer contribution / active EE | $1,495 | $5,243-71.5% | $4,814-68.9% | $4,740-68.5% |
| Participant deferral / active EE | $11,774 | $7,799+51.0% | $7,446+58.1% | $6,400+84.0% |
| Admin fee / account holder | $7,000 | $11,571-39.5% | $10,010-30.1% | $11,426-38.7% |