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 | $187,555 | $138,044+35.9% | $125,339+49.6% | $134,475+39.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.45% | 750.33%-762.8pp | 572.05%-584.5pp | 417.96%-430.4pp |
| Employer contribution / active EE | $15,247 | $5,243+190.8% | $4,814+216.7% | $4,740+221.7% |
| Participant deferral / active EE | $3,264 | $7,799-58.1% | $7,446-56.2% | $6,400-49.0% |
| Admin fee / account holder | $2,221 | $11,571-80.8% | $10,010-77.8% | $11,426-80.6% |