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 | $191,589 | $138,044+38.8% | $125,339+52.9% | $134,475+42.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.00% | 750.33%-759.3pp | 572.05%-581.0pp | 417.96%-427.0pp |
| Employer contribution / active EE | $3,534 | $5,243-32.6% | $4,814-26.6% | $4,740-25.4% |
| Participant deferral / active EE | $10,001 | $7,799+28.2% | $7,446+34.3% | $6,400+56.3% |
| Admin fee / account holder | $20,863 | $11,571+80.3% | $10,010+108.4% | $11,426+82.6% |