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 | $184,040 | $138,044+33.3% | $125,339+46.8% | $134,475+36.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.06% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $10,493 | $5,243+100.1% | $4,814+118.0% | $4,740+121.4% |
| Participant deferral / active EE | $15,023 | $7,799+92.6% | $7,446+101.8% | $6,400+134.7% |
| Admin fee / account holder | $8,947 | $11,571-22.7% | $10,010-10.6% | $11,426-21.7% |