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 | $213,111 | $138,044+54.4% | $125,339+70.0% | $134,475+58.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.79% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $4,742 | $5,243-9.6% | $4,814-1.5% | $4,7400% |
| Participant deferral / active EE | $10,953 | $7,799+40.4% | $7,446+47.1% | $6,400+71.1% |
| Admin fee / account holder | $3,063 | $11,571-73.5% | $10,010-69.4% | $11,426-73.2% |