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 8-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 | $207,297 | $190,805+8.6% | $159,960+29.6% | $134,475+54.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.20% | 552.23%-565.4pp | 408.60%-421.8pp | 417.96%-431.2pp |
| Employer contribution / active EE | $21,801 | $4,995+336.4% | $4,226+415.9% | $4,740+360.0% |
| Participant deferral / active EE | $18,074 | $6,923+161.1% | $6,182+192.3% | $6,400+182.4% |
| Admin fee / account holder | $2,285 | $10,471-78.2% | $8,698-73.7% | $11,426-80.0% |