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 | $212,762 | $160,055+32.9% | $140,016+52.0% | $135,375+57.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.65% | 911.38%-920.0pp | 651.12%-659.8pp | 519.73%-528.4pp |
| Employer contribution / active EE | $5,197 | $6,420-19.1% | $5,606-7.3% | $4,779+8.8% |
| Participant deferral / active EE | $13,885 | $7,642+81.7% | $6,927+100.4% | $5,609+147.6% |
| Admin fee / account holder | $1,141 | $13,328-91.4% | $10,705-89.3% | $10,827-89.5% |