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 9-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 | $173,801 | $138,065+25.9% | $123,544+40.7% | $135,375+28.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.20% | 153.68%-153.9pp | 119.20%-119.4pp | 519.73%-519.9pp |
| Employer contribution / active EE | $19,952 | $5,151+287.3% | $4,628+331.1% | $4,779+317.5% |
| Participant deferral / active EE | $12,975 | $6,799+90.8% | $6,426+101.9% | $5,609+131.3% |
| Admin fee / account holder | $1,055 | $10,916-90.3% | $9,284-88.6% | $10,827-90.3% |