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 | $123,856 | $101,283+22.3% | $75,826+63.3% | $135,375-8.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -8.51% | 3384.62%-3393.1pp | 1914.15%-1922.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $13,262 | $2,382+456.8% | $1,913+593.1% | $4,779+177.5% |
| Participant deferral / active EE | $8,450 | $3,469+143.6% | $2,862+195.2% | $5,609+50.7% |
| Admin fee / account holder | $707 | $6,539-89.2% | $4,726-85.0% | $10,827-93.5% |