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 | $234,694 | $135,635+73.0% | $110,238+112.9% | $135,375+73.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.78% | 513.19%-518.0pp | 314.74%-319.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $27,856 | $4,906+467.8% | $3,826+628.0% | $4,779+482.9% |
| Participant deferral / active EE | $12,160 | $5,506+120.8% | $4,672+160.3% | $5,609+116.8% |
| Admin fee / account holder | $2,047 | $11,457-82.1% | $8,547-76.1% | $10,827-81.1% |