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 | $182,940 | $138,044+32.5% | $125,339+46.0% | $134,475+36.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.06% | 750.33%-756.4pp | 572.05%-578.1pp | 417.96%-424.0pp |
| Employer contribution / active EE | $2,935 | $5,243-44.0% | $4,814-39.0% | $4,740-38.1% |
| Participant deferral / active EE | $12,551 | $7,799+60.9% | $7,446+68.6% | $6,400+96.1% |
| Admin fee / account holder | $86,187 | $11,571+644.8% | $10,010+761.0% | $11,426+654.3% |