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 | $186,805 | $90,600+106.2% | $79,464+135.1% | $135,375+38.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.97% | 977.43%-981.4pp | 718.14%-722.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $11,504 | $3,068+275.0% | $2,800+310.8% | $4,779+140.7% |
| Participant deferral / active EE | $5,916 | $4,050+46.1% | $3,704+59.7% | $5,609+5.5% |
| Admin fee / account holder | $6,368 | $5,907+7.8% | $5,113+24.5% | $10,827-41.2% |