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 5-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 | $171,129 | $152,509+12.2% | $117,472+45.7% | $134,475+27.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.49% | 52.99%-71.5pp | 29.74%-48.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $40,500 | $5,571+627.0% | $4,176+869.8% | $4,740+754.5% |
| Participant deferral / active EE | $20,500 | $4,818+325.5% | $4,070+403.7% | $6,400+220.3% |
| Admin fee / account holder | $1,211 | $7,004-82.7% | $5,645-78.5% | $11,426-89.4% |