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 | $159,792 | $138,044+15.8% | $125,339+27.5% | $134,475+18.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.23% | 750.33%-757.6pp | 572.05%-579.3pp | 417.96%-425.2pp |
| Employer contribution / active EE | $11,647 | $5,243+122.1% | $4,814+142.0% | $4,740+145.7% |
| Participant deferral / active EE | $32,354 | $7,799+314.9% | $7,446+334.5% | $6,400+405.6% |
| Admin fee / account holder | $21,848 | $11,571+88.8% | $10,010+118.3% | $11,426+91.2% |