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 | $160,094 | $88,594+80.7% | $70,092+128.4% | $134,475+19.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -14.95% | 442.67%-457.6pp | 190.73%-205.7pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,566 | $3,233+41.2% | $2,559+78.4% | $4,740-3.7% |
| Participant deferral / active EE | $8,019 | $4,772+68.0% | $3,849+108.4% | $6,400+25.3% |
| Admin fee / account holder | $6,642 | $10,441-36.4% | $6,267+6.0% | $11,426-41.9% |