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 | $239,837 | $138,044+73.7% | $125,339+91.4% | $134,475+78.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.42% | 750.33%-766.7pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,454 | $5,243-72.3% | $4,814-69.8% | $4,740-69.3% |
| Participant deferral / active EE | $7,237 | $7,799-7.2% | $7,446-2.8% | $6,400+13.1% |
| Admin fee / account holder | $5,648 | $11,571-51.2% | $10,010-43.6% | $11,426-50.6% |