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 | $97,671 | $56,199+73.8% | $67,652+44.4% | $59,632+63.8% |
| Participation rate | 96.4% | 71.5%+24.9pp | 75.7%+20.7pp | 68.7%+27.7pp |
| Annual return | -0.66% | 18505.31%-18506.0pp | 6625.04%-6625.7pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $2,497 | $1,614+54.7% | $2,266+10.2% | $2,203+13.4% |
| Participant deferral / active EE | $6,039 | $2,844+112.4% | $3,560+69.7% | $3,192+89.2% |
| Admin fee / account holder | $21,686 | $3,958+447.8% | $4,821+349.8% | $4,297+404.7% |