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 | $166,596 | $138,044+20.7% | $125,339+32.9% | $134,475+23.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.87% | 750.33%-770.2pp | 572.05%-591.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,141 | $5,243-21.0% | $4,814-14.0% | $4,740-12.6% |
| Participant deferral / active EE | $7,511 | $7,799-3.7% | $7,446+0.9% | $6,400+17.4% |
| Admin fee / account holder | $2,331 | $11,571-79.9% | $10,010-76.7% | $11,426-79.6% |