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 | $133,100 | $135,635-1.9% | $110,238+20.7% | $135,375-1.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.74% | 513.19%-518.9pp | 314.74%-320.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $8,970 | $4,906+82.8% | $3,826+134.4% | $4,779+87.7% |
| Participant deferral / active EE | $8,614 | $5,506+56.4% | $4,672+84.4% | $5,609+53.6% |
| Admin fee / account holder | $17,712 | $11,457+54.6% | $8,547+107.2% | $10,827+63.6% |