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 | $218,728 | $190,805+14.6% | $159,960+36.7% | $134,475+62.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.39% | 552.23%-570.6pp | 408.60%-427.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $17,222 | $4,995+244.8% | $4,226+307.6% | $4,740+263.4% |
| Participant deferral / active EE | $12,046 | $6,923+74.0% | $6,182+94.8% | $6,400+88.2% |
| Admin fee / account holder | $2,875 | $10,471-72.5% | $8,698-66.9% | $11,426-74.8% |