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 9-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 | $190,180 | $138,044+37.8% | $125,339+51.7% | $134,475+41.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.54% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,086 | $5,243-22.1% | $4,814-15.1% | $4,740-13.8% |
| Participant deferral / active EE | $20,496 | $7,799+162.8% | $7,446+175.2% | $6,400+220.3% |
| Admin fee / account holder | $1,055 | $11,571-90.9% | $10,010-89.5% | $11,426-90.8% |