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 | $243,997 | $160,055+52.4% | $140,016+74.3% | $135,375+80.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.14% | 911.38%-919.5pp | 651.12%-659.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $10,581 | $6,420+64.8% | $5,606+88.7% | $4,779+121.4% |
| Participant deferral / active EE | $12,946 | $7,642+69.4% | $6,927+86.9% | $5,609+130.8% |
| Admin fee / account holder | $620 | $13,328-95.4% | $10,705-94.2% | $10,827-94.3% |