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 | $247,830 | $135,635+82.7% | $110,238+124.8% | $135,375+83.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.35% | 513.19%-517.5pp | 314.74%-319.1pp | 519.73%-524.1pp |
| Employer contribution / active EE | $11,862 | $4,906+141.8% | $3,826+210.0% | $4,779+148.2% |
| Participant deferral / active EE | $10,837 | $5,506+96.8% | $4,672+132.0% | $5,609+93.2% |
| Admin fee / account holder | $1,559 | $11,457-86.4% | $8,547-81.8% | $10,827-85.6% |