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 | $160,256 | $135,635+18.2% | $110,238+45.4% | $135,375+18.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.59% | 513.19%-519.8pp | 314.74%-321.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $10,059 | $4,906+105.0% | $3,826+162.9% | $4,779+110.5% |
| Participant deferral / active EE | $8,441 | $5,506+53.3% | $4,672+80.7% | $5,609+50.5% |
| Admin fee / account holder | $7,791 | $11,457-32.0% | $8,547-8.9% | $10,827-28.0% |