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 | $189,322 | $138,044+37.1% | $125,339+51.0% | $134,475+40.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.73% | 750.33%-761.1pp | 572.05%-582.8pp | 417.96%-428.7pp |
| Employer contribution / active EE | $4,684 | $5,243-10.7% | $4,814-2.7% | $4,740-1.2% |
| Participant deferral / active EE | $13,175 | $7,799+68.9% | $7,446+76.9% | $6,400+105.9% |
| Admin fee / account holder | $1,556 | $11,571-86.6% | $10,010-84.5% | $11,426-86.4% |