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 | $226,566 | $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 | -9.66% | 750.33%-760.0pp | 572.05%-581.7pp | 417.96%-427.6pp |
| Employer contribution / active EE | $7,129 | $5,243+36.0% | $4,814+48.1% | $4,740+50.4% |
| Participant deferral / active EE | $8,575 | $7,799+10.0% | $7,446+15.2% | $6,400+34.0% |
| Admin fee / account holder | $9,436 | $11,571-18.5% | $10,010-5.7% | $11,426-17.4% |