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 9-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 | $213,144 | $180,449+18.1% | $154,107+38.3% | $135,375+57.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.10% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,657 | $6,035-56.0% | $5,298-49.9% | $4,779-44.4% |
| Participant deferral / active EE | $5,300 | $5,806-8.7% | $5,081+4.3% | $5,609-5.5% |
| Admin fee / account holder | $2,403 | $16,143-85.1% | $13,411-82.1% | $10,827-77.8% |