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 | $197,079 | $138,044+42.8% | $125,339+57.2% | $134,475+46.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.90% | 750.33%-763.2pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,324 | $5,243-36.6% | $4,814-31.0% | $4,740-29.9% |
| Participant deferral / active EE | $6,422 | $7,799-17.7% | $7,446-13.8% | $6,400+0.3% |
| Admin fee / account holder | $1,551 | $11,571-86.6% | $10,010-84.5% | $11,426-86.4% |