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 4-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 | $190,013 | $138,044+37.6% | $125,339+51.6% | $134,475+41.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.18% | 750.33%-754.5pp | 572.05%-576.2pp | 417.96%-422.1pp |
| Employer contribution / active EE | $10,175 | $5,243+94.1% | $4,814+111.4% | $4,740+114.7% |
| Participant deferral / active EE | $18,494 | $7,799+137.1% | $7,446+148.4% | $6,400+189.0% |
| Admin fee / account holder | $2,310 | $11,571-80.0% | $10,010-76.9% | $11,426-79.8% |