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 | $195,364 | $138,044+41.5% | $125,339+55.9% | $134,475+45.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.55% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,242 | $5,243-19.1% | $4,814-11.9% | $4,740-10.5% |
| Participant deferral / active EE | $7,155 | $7,799-8.3% | $7,446-3.9% | $6,400+11.8% |
| Admin fee / account holder | $361 | $11,571-96.9% | $10,010-96.4% | $11,426-96.8% |