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 | $178,115 | $90,600+96.6% | $79,464+124.1% | $135,375+31.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.04% | 977.43%-980.5pp | 718.14%-721.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $25,121 | $3,068+718.8% | $2,800+797.0% | $4,779+425.7% |
| Participant deferral / active EE | $24,424 | $4,050+503.0% | $3,704+559.4% | $5,609+335.5% |
| Admin fee / account holder | $232,941 | $5,907+3843.6% | $5,113+4455.9% | $10,827+2051.5% |