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 | $226,417 | $168,632+34.3% | $147,614+53.4% | $125,391+80.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.28% | 77.65%-80.9pp | 61.98%-65.3pp | 282.22%-285.5pp |
| Employer contribution / active EE | $7,577 | $6,252+21.2% | $5,564+36.2% | $4,866+55.7% |
| Participant deferral / active EE | $7,088 | $5,507+28.7% | $4,895+44.8% | $5,352+32.4% |
| Admin fee / account holder | $1,681 | $13,580-87.6% | $11,611-85.5% | $9,540-82.4% |