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 | $217,876 | $160,055+36.1% | $140,016+55.6% | $135,375+60.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.09% | 911.38%-917.5pp | 651.12%-657.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $18,660 | $6,420+190.6% | $5,606+232.9% | $4,779+290.5% |
| Participant deferral / active EE | $12,968 | $7,642+69.7% | $6,927+87.2% | $5,609+131.2% |
| Admin fee / account holder | $35,190 | $13,328+164.0% | $10,705+228.7% | $10,827+225.0% |