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 | $226,224 | $138,065+63.9% | $123,544+83.1% | $135,375+67.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.04% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $8,930 | $5,151+73.3% | $4,628+93.0% | $4,779+86.9% |
| Participant deferral / active EE | $9,199 | $6,799+35.3% | $6,426+43.2% | $5,609+64.0% |
| Admin fee / account holder | $302 | $10,916-97.2% | $9,284-96.7% | $10,827-97.2% |