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 | $207,092 | $138,065+50.0% | $123,544+67.6% | $135,375+53.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.50% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $12,763 | $5,151+147.8% | $4,628+175.8% | $4,779+167.1% |
| Participant deferral / active EE | $10,254 | $6,799+50.8% | $6,426+59.6% | $5,609+82.8% |
| Admin fee / account holder | $2,084 | $10,916-80.9% | $9,284-77.6% | $10,827-80.8% |