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 | $153,258 | $138,044+11.0% | $125,339+22.3% | $134,475+14.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.39% | 750.33%-757.7pp | 572.05%-579.4pp | 417.96%-425.4pp |
| Employer contribution / active EE | $2,374 | $5,243-54.7% | $4,814-50.7% | $4,740-49.9% |
| Participant deferral / active EE | $10,170 | $7,799+30.4% | $7,446+36.6% | $6,400+58.9% |
| Admin fee / account holder | $1,247 | $11,571-89.2% | $10,010-87.5% | $11,426-89.1% |