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 | $152,773 | $138,044+10.7% | $125,339+21.9% | $134,475+13.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.61% | 750.33%-769.9pp | 572.05%-591.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $8,058 | $5,243+53.7% | $4,814+67.4% | $4,740+70.0% |
| Participant deferral / active EE | $5,208 | $7,799-33.2% | $7,446-30.1% | $6,400-18.6% |
| Admin fee / account holder | $2,614 | $11,571-77.4% | $10,010-73.9% | $11,426-77.1% |