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 | $234,478 | $160,055+46.5% | $140,016+67.5% | $135,375+73.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.69% | 911.38%-916.1pp | 651.12%-655.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $9,474 | $6,420+47.6% | $5,606+69.0% | $4,779+98.3% |
| Participant deferral / active EE | $9,038 | $7,642+18.3% | $6,927+30.5% | $5,609+61.1% |
| Admin fee / account holder | $4,786 | $13,328-64.1% | $10,705-55.3% | $10,827-55.8% |