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 | $192,799 | $138,044+39.7% | $125,339+53.8% | $134,475+43.4% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -13.08% | 750.33%-763.4pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $9,572 | $5,243+82.6% | $4,814+98.8% | $4,740+102.0% |
| Participant deferral / active EE | $10,972 | $7,799+40.7% | $7,446+47.4% | $6,400+71.4% |
| Admin fee / account holder | $63,055 | $11,571+444.9% | $10,010+529.9% | $11,426+451.9% |