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 | $174,688 | $138,044+26.5% | $125,339+39.4% | $134,475+29.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -9.19% | 750.33%-759.5pp | 572.05%-581.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $12,315 | $5,243+134.9% | $4,814+155.8% | $4,740+159.8% |
| Participant deferral / active EE | $13,575 | $7,799+74.1% | $7,446+82.3% | $6,400+112.1% |
| Admin fee / account holder | $2,257 | $11,571-80.5% | $10,010-77.4% | $11,426-80.2% |