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 6-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 | $176,425 | $138,044+27.8% | $125,339+40.8% | $134,475+31.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.30% | 750.33%-764.6pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $3,094 | $5,243-41.0% | $4,814-35.7% | $4,740-34.7% |
| Participant deferral / active EE | $16,434 | $7,799+110.7% | $7,446+120.7% | $6,400+156.8% |
| Admin fee / account holder | $1,007 | $11,571-91.3% | $10,010-89.9% | $11,426-91.2% |