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 | $157,768 | $138,044+14.3% | $125,339+25.9% | $134,475+17.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.79% | 750.33%-760.1pp | 572.05%-581.8pp | 417.96%-427.8pp |
| Employer contribution / active EE | $5,985 | $5,243+14.1% | $4,814+24.3% | $4,740+26.3% |
| Participant deferral / active EE | $7,004 | $7,799-10.2% | $7,446-5.9% | $6,400+9.4% |
| Admin fee / account holder | $73,677 | $11,571+536.7% | $10,010+636.1% | $11,426+544.8% |