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 | $180,299 | $190,805-5.5% | $159,960+12.7% | $134,475+34.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.28% | 552.23%-572.5pp | 408.60%-428.9pp | 417.96%-438.2pp |
| Employer contribution / active EE | $18,849 | $4,995+277.3% | $4,226+346.0% | $4,740+297.7% |
| Participant deferral / active EE | $14,058 | $6,923+103.1% | $6,182+127.4% | $6,400+119.7% |
| Admin fee / account holder | $4,367 | $10,471-58.3% | $8,698-49.8% | $11,426-61.8% |