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 | $177,254 | $135,635+30.7% | $110,238+60.8% | $135,375+30.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.69% | 513.19%-521.9pp | 314.74%-323.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $12,484 | $4,906+154.4% | $3,826+226.3% | $4,779+161.2% |
| Participant deferral / active EE | $7,530 | $5,506+36.8% | $4,672+61.2% | $5,609+34.3% |
| Admin fee / account holder | $1,790 | $11,457-84.4% | $8,547-79.1% | $10,827-83.5% |