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 | $143,172 | $88,594+61.6% | $70,092+104.3% | $134,475+6.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -9.26% | 442.67%-451.9pp | 190.73%-200.0pp | 417.96%-427.2pp |
| Employer contribution / active EE | $11,363 | $3,233+251.5% | $2,559+344.1% | $4,740+139.7% |
| Participant deferral / active EE | $8,726 | $4,772+82.9% | $3,849+126.7% | $6,400+36.4% |
| Admin fee / account holder | $1,641 | $10,441-84.3% | $6,267-73.8% | $11,426-85.6% |