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 | $204,453 | $138,044+48.1% | $125,339+63.1% | $134,475+52.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.09% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $10,486 | $5,243+100.0% | $4,814+117.8% | $4,740+121.2% |
| Participant deferral / active EE | $21,412 | $7,799+174.6% | $7,446+187.6% | $6,400+234.6% |
| Admin fee / account holder | $2,827 | $11,571-75.6% | $10,010-71.8% | $11,426-75.3% |