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 | $202,420 | $138,044+46.6% | $125,339+61.5% | $134,475+50.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.77% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,665 | $5,243-49.2% | $4,814-44.6% | $4,740-43.8% |
| Participant deferral / active EE | $20,267 | $7,799+159.9% | $7,446+172.2% | $6,400+216.7% |
| Admin fee / account holder | $2,942 | $11,571-74.6% | $10,010-70.6% | $11,426-74.3% |