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 6-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 | $218,063 | $138,044+58.0% | $125,339+74.0% | $134,475+62.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.30% | 750.33%-768.6pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $10,779 | $5,243+105.6% | $4,814+123.9% | $4,740+127.4% |
| Participant deferral / active EE | $55,768 | $7,799+615.1% | $7,446+648.9% | $6,400+771.4% |
| Admin fee / account holder | $9,001 | $11,571-22.2% | $10,010-10.1% | $11,426-21.2% |