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 | $156,048 | $138,044+13.0% | $125,339+24.5% | $134,475+16.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.04% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $14,231 | $5,243+171.4% | $4,814+195.6% | $4,740+200.3% |
| Participant deferral / active EE | $18,503 | $7,799+137.3% | $7,446+148.5% | $6,400+189.1% |
| Admin fee / account holder | $548 | $11,571-95.3% | $10,010-94.5% | $11,426-95.2% |