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 | $181,492 | $135,635+33.8% | $110,238+64.6% | $135,375+34.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.12% | 513.19%-514.3pp | 314.74%-315.9pp | 519.73%-520.9pp |
| Employer contribution / active EE | $20,659 | $4,906+321.1% | $3,826+439.9% | $4,779+332.3% |
| Participant deferral / active EE | $8,831 | $5,506+60.4% | $4,672+89.0% | $5,609+57.4% |
| Admin fee / account holder | $5,330 | $11,457-53.5% | $8,547-37.6% | $10,827-50.8% |