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 | $220,703 | $138,044+59.9% | $125,339+76.1% | $134,475+64.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.69% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $11,037 | $5,243+110.5% | $4,814+129.3% | $4,740+132.9% |
| Participant deferral / active EE | $16,426 | $7,799+110.6% | $7,446+120.6% | $6,400+156.7% |
| Admin fee / account holder | $13,887 | $11,571+20.0% | $10,010+38.7% | $11,426+21.5% |