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 | $194,139 | $138,044+40.6% | $125,339+54.9% | $134,475+44.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.10% | 750.33%-767.4pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $25,571 | $5,243+387.7% | $4,814+431.2% | $4,740+439.5% |
| Participant deferral / active EE | $13,505 | $7,799+73.2% | $7,446+81.4% | $6,400+111.0% |
| Admin fee / account holder | $9,296 | $11,571-19.7% | $10,010-7.1% | $11,426-18.6% |