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 | $197,336 | $135,635+45.5% | $110,238+79.0% | $135,375+45.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.92% | 513.19%-520.1pp | 314.74%-321.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $4,393 | $4,906-10.5% | $3,826+14.8% | $4,779-8.1% |
| Participant deferral / active EE | $9,365 | $5,506+70.1% | $4,672+100.4% | $5,609+67.0% |
| Admin fee / account holder | $5,235 | $11,457-54.3% | $8,547-38.8% | $10,827-51.6% |