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 | $240,353 | $160,055+50.2% | $140,016+71.7% | $135,375+77.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -4.46% | 911.38%-915.8pp | 651.12%-655.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $14,538 | $6,420+126.4% | $5,606+159.3% | $4,779+204.2% |
| Participant deferral / active EE | $10,596 | $7,642+38.7% | $6,927+53.0% | $5,609+88.9% |
| Admin fee / account holder | $346 | $13,328-97.4% | $10,705-96.8% | $10,827-96.8% |