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 | $176,810 | $138,044+28.1% | $125,339+41.1% | $134,475+31.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.85% | 750.33%-763.2pp | 572.05%-584.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $18,563 | $5,243+254.0% | $4,814+285.6% | $4,740+291.6% |
| Participant deferral / active EE | $11,500 | $7,799+47.5% | $7,446+54.4% | $6,400+79.7% |
| Admin fee / account holder | $4,149 | $11,571-64.1% | $10,010-58.5% | $11,426-63.7% |