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 | $173,092 | $97,757+77.1% | $83,848+106.4% | $135,375+27.9% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -6.61% | 1287.37%-1294.0pp | 850.88%-857.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $8,884 | $4,222+110.4% | $3,631+144.7% | $4,779+85.9% |
| Participant deferral / active EE | $6,906 | $4,682+47.5% | $4,082+69.2% | $5,609+23.1% |
| Admin fee / account holder | $4,981 | $6,674-25.4% | $5,478-9.1% | $10,827-54.0% |