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 | $233,297 | $138,044+69.0% | $125,339+86.1% | $134,475+73.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.20% | 750.33%-767.5pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $15,858 | $5,243+202.4% | $4,814+229.4% | $4,740+234.6% |
| Participant deferral / active EE | $15,602 | $7,799+100.1% | $7,446+109.5% | $6,400+143.8% |
| Admin fee / account holder | $1,805 | $11,571-84.4% | $10,010-82.0% | $11,426-84.2% |