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 | $229,912 | $138,065+66.5% | $123,544+86.1% | $135,375+69.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.15% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $24,994 | $5,151+385.2% | $4,628+440.1% | $4,779+423.0% |
| Participant deferral / active EE | $17,686 | $6,799+160.1% | $6,426+175.2% | $5,609+215.3% |
| Admin fee / account holder | $46,308 | $10,916+324.2% | $9,284+398.8% | $10,827+327.7% |