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 9-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 | $220,888 | $99,640+121.7% | $86,436+155.6% | $134,475+64.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.40% | 6782.58%-6801.0pp | 4394.89%-4413.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $10,000 | $4,400+127.2% | $3,769+165.4% | $4,740+111.0% |
| Participant deferral / active EE | $13,450 | $7,246+85.6% | $6,952+93.5% | $6,400+110.2% |
| Admin fee / account holder | $2,184 | $8,371-73.9% | $6,731-67.6% | $11,426-80.9% |