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 | $176,065 | $135,635+29.8% | $110,238+59.7% | $135,375+30.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.48% | 513.19%-520.7pp | 314.74%-322.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $5,075 | $4,906+3.4% | $3,826+32.6% | $4,779+6.2% |
| Participant deferral / active EE | $4,411 | $5,506-19.9% | $4,672-5.6% | $5,609-21.4% |
| Admin fee / account holder | $1,695 | $11,457-85.2% | $8,547-80.2% | $10,827-84.3% |