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 | $177,808 | $138,044+28.8% | $125,339+41.9% | $134,475+32.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.19% | 750.33%-769.5pp | 572.05%-591.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,431 | $5,243-15.5% | $4,814-8.0% | $4,740-6.5% |
| Participant deferral / active EE | $7,282 | $7,799-6.6% | $7,446-2.2% | $6,400+13.8% |
| Admin fee / account holder | $410 | $11,571-96.5% | $10,010-95.9% | $11,426-96.4% |