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 | $240,772 | $160,055+50.4% | $140,016+72.0% | $135,375+77.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.03% | 911.38%-919.4pp | 651.12%-659.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $5,479 | $6,420-14.7% | $5,606-2.3% | $4,779+14.6% |
| Participant deferral / active EE | $15,300 | $7,642+100.2% | $6,927+120.9% | $5,609+172.8% |
| Admin fee / account holder | $3,380 | $13,328-74.6% | $10,705-68.4% | $10,827-68.8% |