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 | $190,024 | $138,044+37.7% | $125,339+51.6% | $134,475+41.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.34% | 750.33%-766.7pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $45,062 | $5,243+759.4% | $4,814+836.1% | $4,740+850.7% |
| Participant deferral / active EE | $15,000 | $7,799+92.3% | $7,446+101.4% | $6,400+134.4% |
| Admin fee / account holder | $33,333 | $11,571+188.1% | $10,010+233.0% | $11,426+191.7% |