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 | $213,411 | $97,757+118.3% | $83,848+154.5% | $135,375+57.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.96% | 1287.37%-1288.3pp | 850.88%-851.8pp | 519.73%-520.7pp |
| Employer contribution / active EE | $4,820 | $4,222+14.2% | $3,631+32.8% | $4,779+0.9% |
| Participant deferral / active EE | $7,128 | $4,682+52.2% | $4,082+74.6% | $5,609+27.1% |
| Admin fee / account holder | $1,237 | $6,674-81.5% | $5,478-77.4% | $10,827-88.6% |