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 | $248,106 | $138,044+79.7% | $125,339+97.9% | $134,475+84.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.53% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,600 | $5,243-50.4% | $4,814-46.0% | $4,740-45.1% |
| Participant deferral / active EE | $10,400 | $7,799+33.4% | $7,446+39.7% | $6,400+62.5% |
| Admin fee / account holder | $2,987 | $11,571-74.2% | $10,010-70.2% | $11,426-73.9% |