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 8-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 | $162,473 | $180,449-10.0% | $154,107+5.4% | $135,375+20.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.75% | 888.09%-893.8pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $8,211 | $6,035+36.1% | $5,298+55.0% | $4,779+71.8% |
| Participant deferral / active EE | $8,229 | $5,806+41.7% | $5,081+62.0% | $5,609+46.7% |
| Admin fee / account holder | $65,292 | $16,143+304.5% | $13,411+386.9% | $10,827+503.0% |