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 | $131,119 | $90,600+44.7% | $79,464+65.0% | $135,375-3.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.13% | 977.43%-981.6pp | 718.14%-722.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $6,248 | $3,068+103.6% | $2,800+123.1% | $4,779+30.7% |
| Participant deferral / active EE | $3,736 | $4,050-7.8% | $3,704+0.9% | $5,609-33.4% |
| Admin fee / account holder | $1,613 | $5,907-72.7% | $5,113-68.4% | $10,827-85.1% |