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 | $166,248 | $138,044+20.4% | $125,339+32.6% | $134,475+23.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.83% | 750.33%-762.2pp | 572.05%-583.9pp | 417.96%-429.8pp |
| Employer contribution / active EE | $2,500 | $5,243-52.3% | $4,814-48.1% | $4,740-47.3% |
| Participant deferral / active EE | $3,371 | $7,799-56.8% | $7,446-54.7% | $6,400-47.3% |
| Admin fee / account holder | $4,577 | $11,571-60.4% | $10,010-54.3% | $11,426-59.9% |