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 | $176,545 | $160,055+10.3% | $140,016+26.1% | $135,375+30.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.77% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $19,740 | $6,420+207.5% | $5,606+252.1% | $4,779+313.1% |
| Participant deferral / active EE | $12,250 | $7,642+60.3% | $6,927+76.8% | $5,609+118.4% |
| Admin fee / account holder | $348 | $13,328-97.4% | $10,705-96.7% | $10,827-96.8% |