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 5-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 | $177,930 | $210,648-15.5% | $177,9890% | $145,922+21.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.42% | 385.86%-372.4pp | 294.48%-281.1pp | 561.29%-547.9pp |
| Employer contribution / active EE | $5,349 | $4,565+17.2% | $3,949+35.5% | $4,660+14.8% |
| Participant deferral / active EE | $19,900 | $6,958+186.0% | $6,276+217.1% | $6,688+197.6% |
| Admin fee / account holder | $900 | $12,013-92.5% | $10,363-91.3% | $13,397-93.3% |