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 | $232,315 | $97,757+137.6% | $83,848+177.1% | $135,375+71.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.44% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $30,499 | $4,222+622.4% | $3,631+740.0% | $4,779+538.2% |
| Participant deferral / active EE | $19,667 | $4,682+320.0% | $4,082+381.8% | $5,609+250.6% |
| Admin fee / account holder | $1,923 | $6,674-71.2% | $5,478-64.9% | $10,827-82.2% |