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 7-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 | $218,071 | $138,044+58.0% | $125,339+74.0% | $134,475+62.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.86% | 750.33%-764.2pp | 572.05%-585.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $4,370 | $5,243-16.6% | $4,814-9.2% | $4,740-7.8% |
| Participant deferral / active EE | $7,156 | $7,799-8.2% | $7,446-3.9% | $6,400+11.8% |
| Admin fee / account holder | $81,390 | $11,571+603.4% | $10,010+713.1% | $11,426+612.3% |