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 9-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 | $211,993 | $135,635+56.3% | $110,238+92.3% | $135,375+56.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.21% | 513.19%-518.4pp | 314.74%-320.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,506 | $4,906-28.5% | $3,826-8.4% | $4,779-26.6% |
| Participant deferral / active EE | $7,010 | $5,506+27.3% | $4,672+50.0% | $5,609+25.0% |
| Admin fee / account holder | $2,165 | $11,457-81.1% | $8,547-74.7% | $10,827-80.0% |