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 | $197,076 | $138,065+42.7% | $123,544+59.5% | $135,375+45.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.68% | 153.68%-162.4pp | 119.20%-127.9pp | 519.73%-528.4pp |
| Employer contribution / active EE | $24,333 | $5,151+372.4% | $4,628+425.8% | $4,779+409.2% |
| Participant deferral / active EE | $22,500 | $6,799+230.9% | $6,426+250.2% | $5,609+301.2% |
| Admin fee / account holder | $5,473 | $10,916-49.9% | $9,284-41.0% | $10,827-49.4% |