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 | $245,828 | $138,044+78.1% | $125,339+96.1% | $134,475+82.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.29% | 750.33%-763.6pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $8,648 | $5,243+64.9% | $4,814+79.7% | $4,740+82.5% |
| Participant deferral / active EE | $8,171 | $7,799+4.8% | $7,446+9.7% | $6,400+27.7% |
| Admin fee / account holder | $89,511 | $11,571+673.6% | $10,010+794.3% | $11,426+683.4% |