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 | $189,199 | $135,635+39.5% | $110,238+71.6% | $135,375+39.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.70% | 513.19%-517.9pp | 314.74%-319.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,325 | $4,906-52.6% | $3,826-39.2% | $4,779-51.3% |
| Participant deferral / active EE | $4,363 | $5,506-20.8% | $4,672-6.6% | $5,609-22.2% |
| Admin fee / account holder | $4,688 | $11,457-59.1% | $8,547-45.2% | $10,827-56.7% |