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 | $199,630 | $197,825+0.9% | $155,790+28.1% | $125,391+59.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.12% | 86.74%-89.9pp | 71.54%-74.7pp | 282.22%-285.3pp |
| Employer contribution / active EE | $7,235 | $4,847+49.3% | $3,836+88.6% | $4,866+48.7% |
| Participant deferral / active EE | $17,917 | $5,630+218.2% | $4,797+273.5% | $5,352+234.8% |
| Admin fee / account holder | $1,936 | $9,545-79.7% | $7,478-74.1% | $9,540-79.7% |