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 | $200,677 | $138,044+45.4% | $125,339+60.1% | $134,475+49.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.33% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $13,013 | $5,243+148.2% | $4,814+170.3% | $4,740+174.6% |
| Participant deferral / active EE | $18,449 | $7,799+136.6% | $7,446+147.8% | $6,400+188.3% |
| Admin fee / account holder | $2,774 | $11,571-76.0% | $10,010-72.3% | $11,426-75.7% |