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 | $219,935 | $138,044+59.3% | $125,339+75.5% | $134,475+63.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.07% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,727 | $5,243-28.9% | $4,814-22.6% | $4,740-21.4% |
| Participant deferral / active EE | $14,028 | $7,799+79.9% | $7,446+88.4% | $6,400+119.2% |
| Admin fee / account holder | $5,247 | $11,571-54.7% | $10,010-47.6% | $11,426-54.1% |