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 | $214,358 | $138,044+55.3% | $125,339+71.0% | $134,475+59.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.50% | 750.33%-767.8pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,606 | $5,243-12.2% | $4,814-4.3% | $4,740-2.8% |
| Participant deferral / active EE | $10,714 | $7,799+37.4% | $7,446+43.9% | $6,400+67.4% |
| Admin fee / account holder | $2,874 | $11,571-75.2% | $10,010-71.3% | $11,426-74.8% |