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 | $151,205 | $135,635+11.5% | $110,238+37.2% | $135,375+11.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.06% | 513.19%-516.3pp | 314.74%-317.8pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,875 | $4,906-61.8% | $3,826-51.0% | $4,779-60.8% |
| Participant deferral / active EE | $7,382 | $5,506+34.1% | $4,672+58.0% | $5,609+31.6% |
| Admin fee / account holder | $18,877 | $11,457+64.8% | $8,547+120.9% | $10,827+74.3% |