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 | $227,643 | $138,044+64.9% | $125,339+81.6% | $134,475+69.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.18% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $17,853 | $5,243+240.5% | $4,814+270.9% | $4,740+276.7% |
| Participant deferral / active EE | $13,568 | $7,799+74.0% | $7,446+82.2% | $6,400+112.0% |
| Admin fee / account holder | $1,095 | $11,571-90.5% | $10,010-89.1% | $11,426-90.4% |