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 | $188,100 | $138,044+36.3% | $125,339+50.1% | $134,475+39.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.73% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,371 | $5,243-54.8% | $4,814-50.7% | $4,740-50.0% |
| Participant deferral / active EE | $9,901 | $7,799+26.9% | $7,446+33.0% | $6,400+54.7% |
| Admin fee / account holder | $321 | $11,571-97.2% | $10,010-96.8% | $11,426-97.2% |