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 | $199,307 | $138,044+44.4% | $125,339+59.0% | $134,475+48.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.81% | 750.33%-757.1pp | 572.05%-578.9pp | 417.96%-424.8pp |
| Employer contribution / active EE | $4,901 | $5,243-6.5% | $4,814+1.8% | $4,740+3.4% |
| Participant deferral / active EE | $9,120 | $7,799+16.9% | $7,446+22.5% | $6,400+42.5% |
| Admin fee / account holder | $1,607 | $11,571-86.1% | $10,010-83.9% | $11,426-85.9% |