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 | $189,908 | $160,055+18.7% | $140,016+35.6% | $135,375+40.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.32% | 911.38%-919.7pp | 651.12%-659.4pp | 519.73%-528.1pp |
| Employer contribution / active EE | $10,063 | $6,420+56.7% | $5,606+79.5% | $4,779+110.6% |
| Participant deferral / active EE | $10,486 | $7,642+37.2% | $6,927+51.4% | $5,609+87.0% |
| Admin fee / account holder | $8,965 | $13,328-32.7% | $10,705-16.3% | $10,827-17.2% |