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 | $203,718 | $190,805+6.8% | $159,960+27.4% | $134,475+51.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.97% | 552.23%-570.2pp | 408.60%-426.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $11,912 | $4,995+138.5% | $4,226+181.9% | $4,740+151.3% |
| Participant deferral / active EE | $8,384 | $6,923+21.1% | $6,182+35.6% | $6,400+31.0% |
| Admin fee / account holder | $1,537 | $10,471-85.3% | $8,698-82.3% | $11,426-86.5% |