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 | $187,603 | $138,044+35.9% | $125,339+49.7% | $134,475+39.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.27% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $17,583 | $5,243+235.3% | $4,814+265.3% | $4,740+271.0% |
| Participant deferral / active EE | $24,833 | $7,799+218.4% | $7,446+233.5% | $6,400+288.0% |
| Admin fee / account holder | $1,905 | $11,571-83.5% | $10,010-81.0% | $11,426-83.3% |