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 | $199,161 | $138,044+44.3% | $125,339+58.9% | $134,475+48.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.94% | 750.33%-761.3pp | 572.05%-583.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $12,301 | $5,243+134.6% | $4,814+155.5% | $4,740+159.5% |
| Participant deferral / active EE | $5,678 | $7,799-27.2% | $7,446-23.8% | $6,400-11.3% |
| Admin fee / account holder | $11,454 | $11,571-1.0% | $10,010+14.4% | $11,426+0.2% |