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 | $215,536 | $97,757+120.5% | $83,848+157.1% | $135,375+59.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.94% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $3,150 | $4,222-25.4% | $3,631-13.2% | $4,779-34.1% |
| Participant deferral / active EE | $13,650 | $4,682+191.5% | $4,082+234.4% | $5,609+143.4% |
| Admin fee / account holder | $381 | $6,674-94.3% | $5,478-93.1% | $10,827-96.5% |