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 | $201,736 | $138,044+46.1% | $125,339+61.0% | $134,475+50.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.67% | 750.33%-764.0pp | 572.05%-585.7pp | 417.96%-431.6pp |
| Employer contribution / active EE | $11,551 | $5,243+120.3% | $4,814+140.0% | $4,740+143.7% |
| Participant deferral / active EE | $16,744 | $7,799+114.7% | $7,446+124.9% | $6,400+161.6% |
| Admin fee / account holder | $81,102 | $11,571+600.9% | $10,010+710.2% | $11,426+609.8% |