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 | $189,802 | $138,065+37.5% | $123,544+53.6% | $135,375+40.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.75% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $13,605 | $5,151+164.1% | $4,628+194.0% | $4,779+184.7% |
| Participant deferral / active EE | $12,238 | $6,799+80.0% | $6,426+90.5% | $5,609+118.2% |
| Admin fee / account holder | $4,861 | $10,916-55.5% | $9,284-47.6% | $10,827-55.1% |