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 | $208,836 | $138,044+51.3% | $125,339+66.6% | $134,475+55.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.51% | 750.33%-750.8pp | 572.05%-572.6pp | 417.96%-418.5pp |
| Employer contribution / active EE | $3,067 | $5,243-41.5% | $4,814-36.3% | $4,740-35.3% |
| Participant deferral / active EE | $3,160 | $7,799-59.5% | $7,446-57.6% | $6,400-50.6% |
| Admin fee / account holder | $366 | $11,571-96.8% | $10,010-96.3% | $11,426-96.8% |