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 | $160,831 | $138,044+16.5% | $125,339+28.3% | $134,475+19.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.88% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,604 | $5,243-50.3% | $4,814-45.9% | $4,740-45.1% |
| Participant deferral / active EE | $7,451 | $7,799-4.5% | $7,446+0.1% | $6,400+16.4% |
| Admin fee / account holder | $1,216 | $11,571-89.5% | $10,010-87.9% | $11,426-89.4% |