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 | $213,237 | $138,044+54.5% | $125,339+70.1% | $134,475+58.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.29% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,583 | $5,243+6.5% | $4,814+16.0% | $4,740+17.8% |
| Participant deferral / active EE | $3,957 | $7,799-49.3% | $7,446-46.9% | $6,400-38.2% |
| Admin fee / account holder | $11,891 | $11,571+2.8% | $10,010+18.8% | $11,426+4.1% |