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 | $145,256 | $97,757+48.6% | $83,848+73.2% | $135,375+7.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.05% | 1287.37%-1295.4pp | 850.88%-858.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $19,817 | $4,222+369.4% | $3,631+445.8% | $4,779+314.7% |
| Participant deferral / active EE | $13,507 | $4,682+188.5% | $4,082+230.9% | $5,609+140.8% |
| Admin fee / account holder | $1,657 | $6,674-75.2% | $5,478-69.7% | $10,827-84.7% |