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 | $245,348 | $135,635+80.9% | $110,238+122.6% | $135,375+81.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.58% | 513.19%-516.8pp | 314.74%-318.3pp | 519.73%-523.3pp |
| Employer contribution / active EE | $3,493 | $4,906-28.8% | $3,826-8.7% | $4,779-26.9% |
| Participant deferral / active EE | $11,504 | $5,506+108.9% | $4,672+146.2% | $5,609+105.1% |
| Admin fee / account holder | $232,314 | $11,457+1927.7% | $8,547+2618.0% | $10,827+2045.7% |