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 | $148,289 | $160,055-7.4% | $140,016+5.9% | $135,375+9.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.49% | 911.38%-917.9pp | 651.12%-657.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $14,307 | $6,420+122.8% | $5,606+155.2% | $4,779+199.4% |
| Participant deferral / active EE | $8,972 | $7,642+17.4% | $6,927+29.5% | $5,609+60.0% |
| Admin fee / account holder | $7,294 | $13,328-45.3% | $10,705-31.9% | $10,827-32.6% |