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 | $159,190 | $97,757+62.8% | $83,848+89.9% | $135,375+17.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.19% | 1287.37%-1296.6pp | 850.88%-860.1pp | 519.73%-528.9pp |
| Employer contribution / active EE | $28,153 | $4,222+566.9% | $3,631+675.4% | $4,779+489.1% |
| Participant deferral / active EE | $15,375 | $4,682+228.4% | $4,082+276.7% | $5,609+174.1% |
| Admin fee / account holder | $12,015 | $6,674+80.0% | $5,478+119.3% | $10,827+11.0% |