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 | $208,591 | $138,044+51.1% | $125,339+66.4% | $134,475+55.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.27% | 750.33%-760.6pp | 572.05%-582.3pp | 417.96%-428.2pp |
| Employer contribution / active EE | $1,075 | $5,243-79.5% | $4,814-77.7% | $4,740-77.3% |
| Participant deferral / active EE | $6,032 | $7,799-22.7% | $7,446-19.0% | $6,400-5.8% |
| Admin fee / account holder | $12,497 | $11,571+8.0% | $10,010+24.9% | $11,426+9.4% |