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 | $230,147 | $138,044+66.7% | $125,339+83.6% | $134,475+71.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.63% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $27,147 | $5,243+417.7% | $4,814+464.0% | $4,740+472.8% |
| Participant deferral / active EE | $6,000 | $7,799-23.1% | $7,446-19.4% | $6,400-6.2% |
| Admin fee / account holder | $664 | $11,571-94.3% | $10,010-93.4% | $11,426-94.2% |