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 | $223,148 | $138,044+61.7% | $125,339+78.0% | $134,475+65.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.29% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $8,414 | $5,243+60.5% | $4,814+74.8% | $4,740+77.5% |
| Participant deferral / active EE | $13,023 | $7,799+67.0% | $7,446+74.9% | $6,400+103.5% |
| Admin fee / account holder | $447 | $11,571-96.1% | $10,010-95.5% | $11,426-96.1% |