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 | $238,625 | $138,044+72.9% | $125,339+90.4% | $134,475+77.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.91% | 750.33%-765.2pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $13,273 | $5,243+153.1% | $4,814+175.7% | $4,740+180.0% |
| Participant deferral / active EE | $9,324 | $7,799+19.6% | $7,446+25.2% | $6,400+45.7% |
| Admin fee / account holder | $3,955 | $11,571-65.8% | $10,010-60.5% | $11,426-65.4% |