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 | $210,625 | $160,055+31.6% | $140,016+50.4% | $135,375+55.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.09% | 911.38%-918.5pp | 651.12%-658.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,028 | $6,420-68.4% | $5,606-63.8% | $4,779-57.6% |
| Participant deferral / active EE | $8,616 | $7,642+12.8% | $6,927+24.4% | $5,609+53.6% |
| Admin fee / account holder | $1,211 | $13,328-90.9% | $10,705-88.7% | $10,827-88.8% |