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 | $232,075 | $190,805+21.6% | $159,960+45.1% | $134,475+72.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.33% | 552.23%-566.6pp | 408.60%-422.9pp | 417.96%-432.3pp |
| Employer contribution / active EE | $11,984 | $4,995+139.9% | $4,226+183.6% | $4,740+152.9% |
| Participant deferral / active EE | $11,377 | $6,923+64.3% | $6,182+84.0% | $6,400+77.8% |
| Admin fee / account holder | $5,922 | $10,471-43.4% | $8,698-31.9% | $11,426-48.2% |