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 | $211,350 | $135,635+55.8% | $110,238+91.7% | $135,375+56.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.31% | 513.19%-518.5pp | 314.74%-320.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $19,047 | $4,906+288.2% | $3,826+397.8% | $4,779+298.6% |
| Participant deferral / active EE | $18,334 | $5,506+233.0% | $4,672+292.4% | $5,609+226.9% |
| Admin fee / account holder | $996 | $11,457-91.3% | $8,547-88.3% | $10,827-90.8% |