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 | $232,815 | $160,055+45.5% | $140,016+66.3% | $135,375+72.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -7.14% | 911.38%-918.5pp | 651.12%-658.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $16,616 | $6,420+158.8% | $5,606+196.4% | $4,779+247.7% |
| Participant deferral / active EE | $6,312 | $7,642-17.4% | $6,927-8.9% | $5,609+12.5% |
| Admin fee / account holder | $10,118 | $13,328-24.1% | $10,705-5.5% | $10,827-6.6% |