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 7-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 | $143,590 | $92,703+54.9% | $82,719+73.6% | $134,475+6.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -0.30% | 944.92%-945.2pp | 701.18%-701.5pp | 417.96%-418.3pp |
| Employer contribution / active EE | $22,375 | $3,274+583.4% | $3,009+643.6% | $4,740+372.1% |
| Participant deferral / active EE | $20,500 | $4,802+326.9% | $4,395+366.4% | $6,400+220.3% |
| Admin fee / account holder | $385 | $5,983-93.6% | $5,329-92.8% | $11,426-96.6% |