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 7-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 | $225,635 | $190,805+18.3% | $159,960+41.1% | $134,475+67.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.44% | 552.23%-566.7pp | 408.60%-423.0pp | 417.96%-432.4pp |
| Employer contribution / active EE | $8,670 | $4,995+73.6% | $4,226+105.2% | $4,740+82.9% |
| Participant deferral / active EE | $23,750 | $6,923+243.1% | $6,182+284.2% | $6,400+271.1% |
| Admin fee / account holder | $5,214 | $10,471-50.2% | $8,698-40.1% | $11,426-54.4% |