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 | $168,144 | $138,044+21.8% | $125,339+34.2% | $134,475+25.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.99% | 750.33%-760.3pp | 572.05%-582.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $3,849 | $5,243-26.6% | $4,814-20.0% | $4,740-18.8% |
| Participant deferral / active EE | $7,341 | $7,799-5.9% | $7,446-1.4% | $6,400+14.7% |
| Admin fee / account holder | $88,822 | $11,571+667.6% | $10,010+787.4% | $11,426+677.4% |