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 | $202,739 | $138,044+46.9% | $125,339+61.8% | $134,475+50.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.66% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $7,913 | $5,243+50.9% | $4,814+64.4% | $4,740+67.0% |
| Participant deferral / active EE | $20,748 | $7,799+166.0% | $7,446+178.6% | $6,400+224.2% |
| Admin fee / account holder | $67,582 | $11,571+484.1% | $10,010+575.2% | $11,426+491.5% |