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 | $196,567 | $138,044+42.4% | $125,339+56.8% | $134,475+46.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.47% | 750.33%-757.8pp | 572.05%-579.5pp | 417.96%-425.4pp |
| Employer contribution / active EE | $4,297 | $5,243-18.1% | $4,814-10.7% | $4,740-9.3% |
| Participant deferral / active EE | $11,652 | $7,799+49.4% | $7,446+56.5% | $6,400+82.1% |
| Admin fee / account holder | $11,029 | $11,571-4.7% | $10,010+10.2% | $11,426-3.5% |