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 3-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 | $212,412 | $138,065+53.8% | $123,544+71.9% | $135,375+56.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.91% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $16,500 | $5,151+220.3% | $4,628+256.5% | $4,779+245.3% |
| Participant deferral / active EE | $28,500 | $6,799+319.2% | $6,426+343.5% | $5,609+408.1% |
| Admin fee / account holder | $11,725 | $10,916+7.4% | $9,284+26.3% | $10,827+8.3% |