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 7-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 | $158,058 | $138,044+14.5% | $125,339+26.1% | $134,475+17.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -19.75% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $17,131 | $5,243+226.7% | $4,814+255.9% | $4,740+261.4% |
| Participant deferral / active EE | $10,867 | $7,799+39.3% | $7,446+45.9% | $6,400+69.8% |
| Admin fee / account holder | $2,057 | $11,571-82.2% | $10,010-79.4% | $11,426-82.0% |