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 | $179,408 | $135,635+32.3% | $110,238+62.7% | $135,375+32.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.42% | 513.19%-519.6pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,520 | $4,906-69.0% | $3,826-60.3% | $4,779-68.2% |
| Participant deferral / active EE | $3,210 | $5,506-41.7% | $4,672-31.3% | $5,609-42.8% |
| Admin fee / account holder | $8,876 | $11,457-22.5% | $8,547+3.8% | $10,827-18.0% |