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 | $242,052 | $97,757+147.6% | $83,848+188.7% | $135,375+78.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.42% | 1287.37%-1290.8pp | 850.88%-854.3pp | 519.73%-523.2pp |
| Employer contribution / active EE | $4,570 | $4,222+8.3% | $3,631+25.9% | $4,779-4.4% |
| Participant deferral / active EE | $8,020 | $4,682+71.3% | $4,082+96.5% | $5,609+43.0% |
| Admin fee / account holder | $2,409 | $6,674-63.9% | $5,478-56.0% | $10,827-77.8% |