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 | $236,612 | $138,044+71.4% | $125,339+88.8% | $134,475+76.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.95% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $4,457 | $5,243-15.0% | $4,814-7.4% | $4,740-6.0% |
| Participant deferral / active EE | $13,136 | $7,799+68.4% | $7,446+76.4% | $6,400+105.3% |
| Admin fee / account holder | $16,901 | $11,571+46.1% | $10,010+68.9% | $11,426+47.9% |