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 | $185,474 | $97,757+89.7% | $83,848+121.2% | $135,375+37.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.11% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $5,725 | $4,222+35.6% | $3,631+57.7% | $4,779+19.8% |
| Participant deferral / active EE | $18,832 | $4,682+302.2% | $4,082+361.4% | $5,609+235.8% |
| Admin fee / account holder | $3,336 | $6,674-50.0% | $5,478-39.1% | $10,827-69.2% |