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 | $185,217 | $160,055+15.7% | $140,016+32.3% | $135,375+36.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.31% | 911.38%-916.7pp | 651.12%-656.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $13,558 | $6,420+111.2% | $5,606+141.8% | $4,779+183.7% |
| Participant deferral / active EE | $11,161 | $7,642+46.1% | $6,927+61.1% | $5,609+99.0% |
| Admin fee / account holder | $5,477 | $13,328-58.9% | $10,705-48.8% | $10,827-49.4% |