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 | $155,989 | $138,044+13.0% | $125,339+24.5% | $134,475+16.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.53% | 750.33%-763.9pp | 572.05%-585.6pp | 417.96%-431.5pp |
| Employer contribution / active EE | $8,326 | $5,243+58.8% | $4,814+73.0% | $4,740+75.7% |
| Participant deferral / active EE | $9,914 | $7,799+27.1% | $7,446+33.1% | $6,400+54.9% |
| Admin fee / account holder | $680 | $11,571-94.1% | $10,010-93.2% | $11,426-94.0% |