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 | $243,910 | $160,055+52.4% | $140,016+74.2% | $135,375+80.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.92% | 911.38%-920.3pp | 651.12%-660.0pp | 519.73%-528.7pp |
| Employer contribution / active EE | $25,768 | $6,420+301.4% | $5,606+359.7% | $4,779+439.2% |
| Participant deferral / active EE | $13,480 | $7,642+76.4% | $6,927+94.6% | $5,609+140.3% |
| Admin fee / account holder | $2,052 | $13,328-84.6% | $10,705-80.8% | $10,827-81.0% |