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 | $201,281 | $90,600+122.2% | $79,464+153.3% | $135,375+48.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.33% | 977.43%-986.8pp | 718.14%-727.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,992 | $3,068-2.5% | $2,800+6.8% | $4,779-37.4% |
| Participant deferral / active EE | $5,878 | $4,050+45.1% | $3,704+58.7% | $5,609+4.8% |
| Admin fee / account holder | $1,101 | $5,907-81.4% | $5,113-78.5% | $10,827-89.8% |