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 | $242,679 | $190,805+27.2% | $159,960+51.7% | $134,475+80.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.83% | 552.23%-569.1pp | 408.60%-425.4pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,767 | $4,995-24.6% | $4,226-10.9% | $4,740-20.5% |
| Participant deferral / active EE | $19,322 | $6,923+179.1% | $6,182+212.5% | $6,400+201.9% |
| Admin fee / account holder | $811 | $10,471-92.3% | $8,698-90.7% | $11,426-92.9% |