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 | $165,213 | $138,044+19.7% | $125,339+31.8% | $134,475+22.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.57% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $7,933 | $5,243+51.3% | $4,814+64.8% | $4,740+67.4% |
| Participant deferral / active EE | $7,125 | $7,799-8.6% | $7,446-4.3% | $6,400+11.3% |
| Admin fee / account holder | $3,798 | $11,571-67.2% | $10,010-62.1% | $11,426-66.8% |