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 | $213,802 | $190,805+12.1% | $159,960+33.7% | $134,475+59.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.61% | 552.23%-571.8pp | 408.60%-428.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $4,986 | $4,995-0.2% | $4,226+18.0% | $4,740+5.2% |
| Participant deferral / active EE | $19,693 | $6,923+184.5% | $6,182+218.5% | $6,400+207.7% |
| Admin fee / account holder | $4,965 | $10,471-52.6% | $8,698-42.9% | $11,426-56.6% |