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 | $178,971 | $97,757+83.1% | $83,848+113.4% | $135,375+32.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.36% | 1287.37%-1289.7pp | 850.88%-853.2pp | 519.73%-522.1pp |
| Employer contribution / active EE | $8,806 | $4,222+108.6% | $3,631+142.5% | $4,779+84.3% |
| Participant deferral / active EE | $9,640 | $4,682+105.9% | $4,082+136.2% | $5,609+71.9% |
| Admin fee / account holder | $197,058 | $6,674+2852.7% | $5,478+3497.2% | $10,827+1720.1% |