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 | $215,527 | $160,055+34.7% | $140,016+53.9% | $135,375+59.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.66% | 911.38%-919.0pp | 651.12%-658.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $14,712 | $6,420+129.1% | $5,606+162.4% | $4,779+207.9% |
| Participant deferral / active EE | $10,720 | $7,642+40.3% | $6,927+54.8% | $5,609+91.1% |
| Admin fee / account holder | $42,486 | $13,328+218.8% | $10,705+296.9% | $10,827+292.4% |