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 | $248,611 | $160,055+55.3% | $140,016+77.6% | $135,375+83.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.76% | 911.38%-916.1pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $15,541 | $6,420+142.1% | $5,606+177.2% | $4,779+225.2% |
| Participant deferral / active EE | $14,131 | $7,642+84.9% | $6,927+104.0% | $5,609+151.9% |
| Admin fee / account holder | $23,614 | $13,328+77.2% | $10,705+120.6% | $10,827+118.1% |