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 | $226,563 | $138,044+64.1% | $125,339+80.8% | $134,475+68.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.24% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $6,408 | $5,243+22.2% | $4,814+33.1% | $4,740+35.2% |
| Participant deferral / active EE | $12,375 | $7,799+58.7% | $7,446+66.2% | $6,400+93.4% |
| Admin fee / account holder | $33,730 | $11,571+191.5% | $10,010+237.0% | $11,426+195.2% |