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 | $243,652 | $106,543+128.7% | $91,220+167.1% | $134,475+81.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.37% | 160.60%-172.0pp | 114.01%-125.4pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,952 | $3,331-11.4% | $2,850+3.6% | $4,740-37.7% |
| Participant deferral / active EE | $9,866 | $4,719+109.1% | $4,234+133.0% | $6,400+54.2% |
| Admin fee / account holder | $30,606 | $6,231+391.2% | $5,420+464.7% | $11,426+167.9% |