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 | $144,848 | $82,630+75.3% | $64,105+126.0% | $125,391+15.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.10% | 1489.72%-1492.8pp | 791.24%-794.3pp | 282.22%-285.3pp |
| Employer contribution / active EE | $9,588 | $2,671+258.9% | $1,820+426.8% | $4,866+97.0% |
| Participant deferral / active EE | $6,000 | $3,608+66.3% | $2,822+112.6% | $5,352+12.1% |
| Admin fee / account holder | $1,811 | $6,382-71.6% | $4,499-59.7% | $9,540-81.0% |