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 | $182,025 | $138,044+31.9% | $125,339+45.2% | $134,475+35.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.55% | 750.33%-761.9pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $10,129 | $5,243+93.2% | $4,814+110.4% | $4,740+113.7% |
| Participant deferral / active EE | $15,317 | $7,799+96.4% | $7,446+105.7% | $6,400+139.3% |
| Admin fee / account holder | $13,437 | $11,571+16.1% | $10,010+34.2% | $11,426+17.6% |