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 | $237,190 | $197,825+19.9% | $155,790+52.2% | $125,391+89.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.50% | 86.74%-90.2pp | 71.54%-75.0pp | 282.22%-285.7pp |
| Employer contribution / active EE | $3,839 | $4,847-20.8% | $3,836+0.1% | $4,866-21.1% |
| Participant deferral / active EE | $5,244 | $5,630-6.9% | $4,797+9.3% | $5,352-2.0% |
| Admin fee / account holder | $20,284 | $9,545+112.5% | $7,478+171.3% | $9,540+112.6% |