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 | $199,660 | $138,044+44.6% | $125,339+59.3% | $134,475+48.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.02% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,399 | $5,243-73.3% | $4,814-70.9% | $4,740-70.5% |
| Participant deferral / active EE | $10,637 | $7,799+36.4% | $7,446+42.8% | $6,400+66.2% |
| Admin fee / account holder | $2,921 | $11,571-74.8% | $10,010-70.8% | $11,426-74.4% |