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 | $198,497 | $97,757+103.1% | $83,848+136.7% | $135,375+46.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.98% | 1287.37%-1292.4pp | 850.88%-855.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $9,790 | $4,222+131.9% | $3,631+169.7% | $4,779+104.9% |
| Participant deferral / active EE | $6,725 | $4,682+43.6% | $4,082+64.8% | $5,609+19.9% |
| Admin fee / account holder | $786 | $6,674-88.2% | $5,478-85.7% | $10,827-92.7% |