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 | $209,468 | $104,106+101.2% | $71,086+194.7% | $135,375+54.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.28% | 1256.30%-1264.6pp | 650.59%-658.9pp | 519.73%-528.0pp |
| Employer contribution / active EE | $4,181 | $1,485+181.6% | $1,088+284.4% | $4,779-12.5% |
| Participant deferral / active EE | $17,800 | $2,527+604.4% | $1,874+849.7% | $5,609+217.4% |
| Admin fee / account holder | $2,971 | $4,142-28.3% | $3,082-3.6% | $10,827-72.6% |