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 | $174,059 | $138,065+26.1% | $123,544+40.9% | $135,375+28.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.77% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $11,637 | $5,151+125.9% | $4,628+151.5% | $4,779+143.5% |
| Participant deferral / active EE | $9,529 | $6,799+40.2% | $6,426+48.3% | $5,609+69.9% |
| Admin fee / account holder | $3,188 | $10,916-70.8% | $9,284-65.7% | $10,827-70.6% |