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 | $184,594 | $138,044+33.7% | $125,339+47.3% | $134,475+37.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.05% | 750.33%-760.4pp | 572.05%-582.1pp | 417.96%-428.0pp |
| Employer contribution / active EE | $21,803 | $5,243+315.8% | $4,814+352.9% | $4,740+360.0% |
| Participant deferral / active EE | $16,050 | $7,799+105.8% | $7,446+115.5% | $6,400+150.8% |
| Admin fee / account holder | $26,176 | $11,571+126.2% | $10,010+161.5% | $11,426+129.1% |