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 | $206,719 | $180,449+14.6% | $154,107+34.1% | $135,375+52.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.56% | 888.09%-895.6pp | 735.12%-742.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $35,272 | $6,035+484.5% | $5,298+565.8% | $4,779+638.1% |
| Participant deferral / active EE | $7,308 | $5,806+25.9% | $5,081+43.8% | $5,609+30.3% |
| Admin fee / account holder | $1,035 | $16,143-93.6% | $13,411-92.3% | $10,827-90.4% |