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 | $190,621 | $138,044+38.1% | $125,339+52.1% | $134,475+41.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.40% | 750.33%-765.7pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $9,162 | $5,243+74.7% | $4,814+90.3% | $4,740+93.3% |
| Participant deferral / active EE | $11,181 | $7,799+43.4% | $7,446+50.2% | $6,400+74.7% |
| Admin fee / account holder | $2,706 | $11,571-76.6% | $10,010-73.0% | $11,426-76.3% |