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 | $105,883 | $95,971+10.3% | $74,550+42.0% | $135,375-21.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.10% | 56.96%-60.1pp | 32.53%-35.6pp | 519.73%-522.8pp |
| Employer contribution / active EE | $12,389 | $2,716+356.1% | $1,961+531.8% | $4,779+159.2% |
| Participant deferral / active EE | $6,386 | $3,843+66.1% | $3,108+105.5% | $5,609+13.9% |
| Admin fee / account holder | $883 | $6,522-86.5% | $5,060-82.6% | $10,827-91.8% |