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 | $189,171 | $138,044+37.0% | $125,339+50.9% | $134,475+40.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.86% | 750.33%-762.2pp | 572.05%-583.9pp | 417.96%-429.8pp |
| Employer contribution / active EE | $25,422 | $5,243+384.9% | $4,814+428.1% | $4,740+436.4% |
| Participant deferral / active EE | $13,401 | $7,799+71.8% | $7,446+80.0% | $6,400+109.4% |
| Admin fee / account holder | $7,580 | $11,571-34.5% | $10,010-24.3% | $11,426-33.7% |