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 | $202,836 | $138,044+46.9% | $125,339+61.8% | $134,475+50.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.73% | 750.33%-754.1pp | 572.05%-575.8pp | 417.96%-421.7pp |
| Employer contribution / active EE | $10,000 | $5,243+90.7% | $4,814+107.7% | $4,740+111.0% |
| Participant deferral / active EE | $15,667 | $7,799+100.9% | $7,446+110.4% | $6,400+144.8% |
| Admin fee / account holder | $328 | $11,571-97.2% | $10,010-96.7% | $11,426-97.1% |