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 | $236,218 | $138,044+71.1% | $125,339+88.5% | $134,475+75.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.68% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $5,800 | $5,243+10.6% | $4,814+20.5% | $4,740+22.4% |
| Participant deferral / active EE | $20,496 | $7,799+162.8% | $7,446+175.2% | $6,400+220.3% |
| Admin fee / account holder | $1,678 | $11,571-85.5% | $10,010-83.2% | $11,426-85.3% |