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 | $171,061 | $133,958+27.7% | $112,228+52.4% | $134,475+27.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.66% | 47.11%-50.8pp | 27.45%-31.1pp | 417.96%-421.6pp |
| Employer contribution / active EE | $17,545 | $4,038+334.5% | $3,635+382.7% | $4,740+270.2% |
| Participant deferral / active EE | $16,700 | $5,291+215.7% | $4,728+253.2% | $6,400+160.9% |
| Admin fee / account holder | $1,128,024 | $7,489+14963.2% | $6,410+17497.7% | $11,426+9772.5% |