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 | $215,203 | $180,449+19.3% | $154,107+39.6% | $135,375+59.0% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -5.68% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $14,198 | $6,035+135.3% | $5,298+168.0% | $4,779+197.1% |
| Participant deferral / active EE | $8,843 | $5,806+52.3% | $5,081+74.1% | $5,609+57.7% |
| Admin fee / account holder | $1,487 | $16,143-90.8% | $13,411-88.9% | $10,827-86.3% |