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 | $220,036 | $138,065+59.4% | $123,544+78.1% | $135,375+62.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.16% | 153.68%-159.8pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $10,804 | $5,151+109.7% | $4,628+133.5% | $4,779+126.1% |
| Participant deferral / active EE | $10,018 | $6,799+47.3% | $6,426+55.9% | $5,609+78.6% |
| Admin fee / account holder | $1,790 | $10,916-83.6% | $9,284-80.7% | $10,827-83.5% |