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 9-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 | $156,105 | $138,044+13.1% | $125,339+24.5% | $134,475+16.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.90% | 750.33%-753.2pp | 572.05%-575.0pp | 417.96%-420.9pp |
| Employer contribution / active EE | $10,089 | $5,243+92.4% | $4,814+109.6% | $4,740+112.9% |
| Participant deferral / active EE | $5,321 | $7,799-31.8% | $7,446-28.5% | $6,400-16.9% |
| Admin fee / account holder | $1,116 | $11,571-90.4% | $10,010-88.9% | $11,426-90.2% |