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 | $217,868 | $92,703+135.0% | $82,719+163.4% | $134,475+62.0% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -18.76% | 944.92%-963.7pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $10,191 | $3,274+211.3% | $3,009+238.7% | $4,740+115.0% |
| Participant deferral / active EE | $7,983 | $4,802+66.2% | $4,395+81.6% | $6,400+24.7% |
| Admin fee / account holder | $1,840 | $5,983-69.2% | $5,329-65.5% | $11,426-83.9% |