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 | $221,977 | $138,044+60.8% | $125,339+77.1% | $134,475+65.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.27% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $11,628 | $5,243+121.8% | $4,814+141.6% | $4,740+145.3% |
| Participant deferral / active EE | $13,144 | $7,799+68.5% | $7,446+76.5% | $6,400+105.4% |
| Admin fee / account holder | $1,844 | $11,571-84.1% | $10,010-81.6% | $11,426-83.9% |