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 | $200,487 | $138,044+45.2% | $125,339+60.0% | $134,475+49.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.62% | 750.33%-766.9pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $3,267 | $5,243-37.7% | $4,814-32.1% | $4,740-31.1% |
| Participant deferral / active EE | $9,933 | $7,799+27.4% | $7,446+33.4% | $6,400+55.2% |
| Admin fee / account holder | $512 | $11,571-95.6% | $10,010-94.9% | $11,426-95.5% |