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 | $213,431 | $138,044+54.6% | $125,339+70.3% | $134,475+58.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.09% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $17,944 | $5,243+242.2% | $4,814+272.8% | $4,740+278.6% |
| Participant deferral / active EE | $18,990 | $7,799+143.5% | $7,446+155.0% | $6,400+196.7% |
| Admin fee / account holder | $53,645 | $11,571+363.6% | $10,010+435.9% | $11,426+369.5% |