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 | $193,905 | $180,449+7.5% | $154,107+25.8% | $135,375+43.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.34% | 888.09%-895.4pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $20,750 | $6,035+243.8% | $5,298+291.7% | $4,779+334.2% |
| Participant deferral / active EE | $15,250 | $5,806+162.7% | $5,081+200.2% | $5,609+171.9% |
| Admin fee / account holder | $881 | $16,143-94.5% | $13,411-93.4% | $10,827-91.9% |