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 | $183,668 | $138,044+33.1% | $125,339+46.5% | $134,475+36.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.60% | 750.33%-762.9pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $4,231 | $5,243-19.3% | $4,814-12.1% | $4,740-10.7% |
| Participant deferral / active EE | $10,974 | $7,799+40.7% | $7,446+47.4% | $6,400+71.5% |
| Admin fee / account holder | $563 | $11,571-95.1% | $10,010-94.4% | $11,426-95.1% |