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 | $203,504 | $138,044+47.4% | $125,339+62.4% | $134,475+51.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.88% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $16,360 | $5,243+212.0% | $4,814+239.9% | $4,740+245.2% |
| Participant deferral / active EE | $12,088 | $7,799+55.0% | $7,446+62.3% | $6,400+88.9% |
| Admin fee / account holder | $1,553 | $11,571-86.6% | $10,010-84.5% | $11,426-86.4% |