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 | $243,291 | $190,805+27.5% | $159,960+52.1% | $134,475+80.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.33% | 552.23%-570.6pp | 408.60%-426.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $10,656 | $4,995+113.3% | $4,226+152.2% | $4,740+124.8% |
| Participant deferral / active EE | $13,606 | $6,923+96.5% | $6,182+120.1% | $6,400+112.6% |
| Admin fee / account holder | $1,437 | $10,471-86.3% | $8,698-83.5% | $11,426-87.4% |