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 | $164,473 | $138,044+19.1% | $125,339+31.2% | $134,475+22.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.01% | 750.33%-767.3pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,509 | $5,243-33.1% | $4,814-27.1% | $4,740-26.0% |
| Participant deferral / active EE | $7,943 | $7,799+1.9% | $7,446+6.7% | $6,400+24.1% |
| Admin fee / account holder | $2,929 | $11,571-74.7% | $10,010-70.7% | $11,426-74.4% |