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 | $113,093 | $90,600+24.8% | $79,464+42.3% | $135,375-16.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.59% | 977.43%-979.0pp | 718.14%-719.7pp | 519.73%-521.3pp |
| Employer contribution / active EE | $6,937 | $3,068+126.1% | $2,800+147.7% | $4,779+45.2% |
| Participant deferral / active EE | $11,438 | $4,050+182.4% | $3,704+208.8% | $5,609+103.9% |
| Admin fee / account holder | $1,699 | $5,907-71.2% | $5,113-66.8% | $10,827-84.3% |