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 | $171,555 | $138,044+24.3% | $125,339+36.9% | $134,475+27.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.46% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,152 | $5,243-39.9% | $4,814-34.5% | $4,740-33.5% |
| Participant deferral / active EE | $9,240 | $7,799+18.5% | $7,446+24.1% | $6,400+44.4% |
| Admin fee / account holder | $1,293 | $11,571-88.8% | $10,010-87.1% | $11,426-88.7% |