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 7-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 | $121,610 | $107,334+13.3% | $92,893+30.9% | $152,861-20.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,552 | $4,221-39.6% | $3,653-30.1% | $4,762-46.4% |
| Participant deferral / active EE | $25,768 | $4,845+431.9% | $4,236+508.3% | $5,850+340.5% |
| Admin fee / account holder | $16,489 | $7,079+132.9% | $5,794+184.6% | $11,596+42.2% |