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 | $224,920 | $90,600+148.3% | $79,464+183.0% | $135,375+66.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.59% | 977.43%-980.0pp | 718.14%-720.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $10,812 | $3,068+252.4% | $2,800+286.1% | $4,779+126.3% |
| Participant deferral / active EE | $6,744 | $4,050+66.5% | $3,704+82.1% | $5,609+20.2% |
| Admin fee / account holder | $7,625 | $5,907+29.1% | $5,113+49.1% | $10,827-29.6% |