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 | $181,780 | $135,635+34.0% | $110,238+64.9% | $135,375+34.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.04% | 513.19%-520.2pp | 314.74%-321.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $10,625 | $4,906+116.6% | $3,826+177.7% | $4,779+122.3% |
| Participant deferral / active EE | $5,540 | $5,506+0.6% | $4,672+18.6% | $5,609-1.2% |
| Admin fee / account holder | $478 | $11,457-95.8% | $8,547-94.4% | $10,827-95.6% |