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 | $214,421 | $190,805+12.4% | $159,960+34.0% | $134,475+59.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.17% | 552.23%-570.4pp | 408.60%-426.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $24,186 | $4,995+384.2% | $4,226+472.4% | $4,740+410.3% |
| Participant deferral / active EE | $18,040 | $6,923+160.6% | $6,182+191.8% | $6,400+181.9% |
| Admin fee / account holder | $933 | $10,471-91.1% | $8,698-89.3% | $11,426-91.8% |