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 | $153,035 | $138,044+10.9% | $125,339+22.1% | $134,475+13.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.75% | 750.33%-763.1pp | 572.05%-584.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $14,114 | $5,243+169.2% | $4,814+193.2% | $4,740+197.8% |
| Participant deferral / active EE | $11,903 | $7,799+52.6% | $7,446+59.9% | $6,400+86.0% |
| Admin fee / account holder | $1,613 | $11,571-86.1% | $10,010-83.9% | $11,426-85.9% |