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 | $209,219 | $138,044+51.6% | $125,339+66.9% | $134,475+55.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.25% | 750.33%-757.6pp | 572.05%-579.3pp | 417.96%-425.2pp |
| Employer contribution / active EE | $5,682 | $5,243+8.4% | $4,814+18.0% | $4,740+19.9% |
| Participant deferral / active EE | $18,000 | $7,799+130.8% | $7,446+141.7% | $6,400+181.3% |
| Admin fee / account holder | $51,217 | $11,571+342.6% | $10,010+411.7% | $11,426+348.3% |