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 | $170,332 | $135,635+25.6% | $110,238+54.5% | $135,375+25.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.49% | 513.19%-515.7pp | 314.74%-317.2pp | 519.73%-522.2pp |
| Employer contribution / active EE | $9,000 | $4,906+83.4% | $3,826+135.2% | $4,779+88.3% |
| Participant deferral / active EE | $21,375 | $5,506+288.2% | $4,672+357.5% | $5,609+281.1% |
| Admin fee / account holder | $1,302 | $11,457-88.6% | $8,547-84.8% | $10,827-88.0% |