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 | $191,548 | $99,640+92.2% | $86,436+121.6% | $134,475+42.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.99% | 6782.58%-6798.6pp | 4394.89%-4410.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $8,036 | $4,400+82.6% | $3,769+113.2% | $4,740+69.5% |
| Participant deferral / active EE | $15,195 | $7,246+109.7% | $6,952+118.6% | $6,400+137.4% |
| Admin fee / account holder | $1,279 | $8,371-84.7% | $6,731-81.0% | $11,426-88.8% |