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 | $210,809 | $138,044+52.7% | $125,339+68.2% | $134,475+56.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.83% | 750.33%-769.2pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,960 | $5,243-24.5% | $4,814-17.7% | $4,740-16.4% |
| Participant deferral / active EE | $23,750 | $7,799+204.5% | $7,446+218.9% | $6,400+271.1% |
| Admin fee / account holder | $33,560 | $11,571+190.0% | $10,010+235.3% | $11,426+193.7% |