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 | $144,385 | $72,404+99.4% | $110,238+31.0% | $64,186+124.9% |
| Participation rate | 97.0% | 73.3%+23.6pp | 79.8%+17.2pp | 69.6%+27.4pp |
| Annual return | -6.42% | -6.29%-0.1pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $8,993 | $2,282+294.1% | $3,826+135.0% | $2,381+277.7% |
| Participant deferral / active EE | $6,792 | $3,469+95.8% | $4,672+45.4% | $3,470+95.8% |
| Admin fee / account holder | $931 | $5,664-83.6% | $8,547-89.1% | $4,888-81.0% |