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 | $192,370 | $135,635+41.8% | $110,238+74.5% | $135,375+42.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.83% | 513.19%-514.0pp | 314.74%-315.6pp | 519.73%-520.6pp |
| Employer contribution / active EE | $5,320 | $4,906+8.4% | $3,826+39.0% | $4,779+11.3% |
| Participant deferral / active EE | $7,253 | $5,506+31.7% | $4,672+55.3% | $5,609+29.3% |
| Admin fee / account holder | $29,383 | $11,457+156.5% | $8,547+243.8% | $10,827+171.4% |