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 | $167,062 | $138,044+21.0% | $125,339+33.3% | $134,475+24.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.40% | 750.33%-768.7pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $10,626 | $5,243+102.7% | $4,814+120.8% | $4,740+124.2% |
| Participant deferral / active EE | $15,138 | $7,799+94.1% | $7,446+103.3% | $6,400+136.5% |
| Admin fee / account holder | $307 | $11,571-97.3% | $10,010-96.9% | $11,426-97.3% |