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 | $181,144 | $138,044+31.2% | $125,339+44.5% | $134,475+34.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.04% | 750.33%-750.4pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $20,000 | $5,243+281.4% | $4,814+315.5% | $4,740+322.0% |
| Participant deferral / active EE | $15,833 | $7,799+103.0% | $7,446+112.6% | $6,400+147.4% |
| Admin fee / account holder | $64,901 | $11,571+460.9% | $10,010+548.4% | $11,426+468.0% |