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 | $240,739 | $160,055+50.4% | $140,016+71.9% | $135,375+77.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.72% | 911.38%-912.1pp | 651.12%-651.8pp | 519.73%-520.5pp |
| Employer contribution / active EE | $20,389 | $6,420+217.6% | $5,606+263.7% | $4,779+326.7% |
| Participant deferral / active EE | $17,572 | $7,642+130.0% | $6,927+153.7% | $5,609+213.3% |
| Admin fee / account holder | $13,615 | $13,328+2.2% | $10,705+27.2% | $10,827+25.8% |