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 | $187,738 | $138,044+36.0% | $125,339+49.8% | $134,475+39.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.22% | 750.33%-767.5pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,285 | $5,243-37.3% | $4,814-31.8% | $4,740-30.7% |
| Participant deferral / active EE | $11,490 | $7,799+47.3% | $7,446+54.3% | $6,400+79.5% |
| Admin fee / account holder | $4,567 | $11,571-60.5% | $10,010-54.4% | $11,426-60.0% |