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 | $220,769 | $138,065+59.9% | $123,544+78.7% | $135,375+63.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.09% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.8pp |
| Employer contribution / active EE | $39,374 | $5,151+664.3% | $4,628+750.8% | $4,779+723.9% |
| Participant deferral / active EE | $10,230 | $6,799+50.5% | $6,426+59.2% | $5,609+82.4% |
| Admin fee / account holder | $1,653 | $10,916-84.9% | $9,284-82.2% | $10,827-84.7% |