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 | $158,006 | $97,757+61.6% | $83,848+88.4% | $135,375+16.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.16% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $7,615 | $4,222+80.4% | $3,631+109.7% | $4,779+59.4% |
| Participant deferral / active EE | $13,128 | $4,682+180.4% | $4,082+221.6% | $5,609+134.1% |
| Admin fee / account holder | $2,316 | $6,674-65.3% | $5,478-57.7% | $10,827-78.6% |