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 | $243,460 | $138,044+76.4% | $125,339+94.2% | $134,475+81.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.23% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $6,250 | $5,243+19.2% | $4,814+29.8% | $4,740+31.9% |
| Participant deferral / active EE | $10,866 | $7,799+39.3% | $7,446+45.9% | $6,400+69.8% |
| Admin fee / account holder | $1,996 | $11,571-82.8% | $10,010-80.1% | $11,426-82.5% |