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 | $246,878 | $138,044+78.8% | $125,339+97.0% | $134,475+83.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.83% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $3,300 | $5,243-37.1% | $4,814-31.4% | $4,740-30.4% |
| Participant deferral / active EE | $17,259 | $7,799+121.3% | $7,446+131.8% | $6,400+169.7% |
| Admin fee / account holder | $6,052 | $11,571-47.7% | $10,010-39.5% | $11,426-47.0% |