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 | $249,705 | $138,044+80.9% | $125,339+99.2% | $134,475+85.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -13.46% | 750.33%-763.8pp | 572.05%-585.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $13,220 | $5,243+152.1% | $4,814+174.6% | $4,740+178.9% |
| Participant deferral / active EE | $14,574 | $7,799+86.9% | $7,446+95.7% | $6,400+127.7% |
| Admin fee / account holder | $82,736 | $11,571+615.0% | $10,010+726.6% | $11,426+624.1% |