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 6-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 | $154,483 | $138,044+11.9% | $125,339+23.3% | $134,475+14.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.63% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $9,441 | $5,243+80.1% | $4,814+96.1% | $4,740+99.2% |
| Participant deferral / active EE | $5,099 | $7,799-34.6% | $7,446-31.5% | $6,400-20.3% |
| Admin fee / account holder | $1,219 | $11,571-89.5% | $10,010-87.8% | $11,426-89.3% |