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 | $133,500 | $180,449-26.0% | $154,107-13.4% | $135,375-1.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.33% | 888.09%-890.4pp | 735.12%-737.4pp | 519.73%-522.1pp |
| Employer contribution / active EE | $16,654 | $6,035+176.0% | $5,298+214.4% | $4,779+248.5% |
| Participant deferral / active EE | $16,623 | $5,806+186.3% | $5,081+227.2% | $5,609+196.4% |
| Admin fee / account holder | $17,250 | $16,143+6.9% | $13,411+28.6% | $10,827+59.3% |