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 | $225,455 | $97,757+130.6% | $83,848+168.9% | $135,375+66.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.46% | 1287.37%-1290.8pp | 850.88%-854.3pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,865 | $4,222-8.5% | $3,631+6.4% | $4,779-19.1% |
| Participant deferral / active EE | $7,871 | $4,682+68.1% | $4,082+92.8% | $5,609+40.3% |
| Admin fee / account holder | $7,982 | $6,674+19.6% | $5,478+45.7% | $10,827-26.3% |