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 | $184,213 | $138,044+33.4% | $125,339+47.0% | $134,475+37.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.28% | 750.33%-757.6pp | 572.05%-579.3pp | 417.96%-425.2pp |
| Employer contribution / active EE | $3,535 | $5,243-32.6% | $4,814-26.6% | $4,740-25.4% |
| Participant deferral / active EE | $7,799 | $7,7990% | $7,446+4.7% | $6,400+21.9% |
| Admin fee / account holder | $93,219 | $11,571+705.6% | $10,010+831.3% | $11,426+715.9% |