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 | $249,848 | $138,044+81.0% | $125,339+99.3% | $134,475+85.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.51% | 750.33%-768.8pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,253 | $5,243-38.0% | $4,814-32.4% | $4,740-31.4% |
| Participant deferral / active EE | $18,187 | $7,799+133.2% | $7,446+144.2% | $6,400+184.2% |
| Admin fee / account holder | $15,721 | $11,571+35.9% | $10,010+57.1% | $11,426+37.6% |