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 | $185,699 | $138,044+34.5% | $125,339+48.2% | $134,475+38.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.72% | 750.33%-768.0pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $18,872 | $5,243+259.9% | $4,814+292.1% | $4,740+298.2% |
| Participant deferral / active EE | $6,594 | $7,799-15.4% | $7,446-11.4% | $6,400+3.0% |
| Admin fee / account holder | $15,335 | $11,571+32.5% | $10,010+53.2% | $11,426+34.2% |