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 | $186,930 | $160,055+16.8% | $140,016+33.5% | $135,375+38.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.19% | 911.38%-914.6pp | 651.12%-654.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $7,825 | $6,420+21.9% | $5,606+39.6% | $4,779+63.8% |
| Participant deferral / active EE | $15,849 | $7,642+107.4% | $6,927+128.8% | $5,609+182.6% |
| Admin fee / account holder | $28,667 | $13,328+115.1% | $10,705+167.8% | $10,827+164.8% |