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 | $114,530 | $135,635-15.6% | $110,238+3.9% | $135,375-15.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.06% | 513.19%-518.2pp | 314.74%-319.8pp | 519.73%-524.8pp |
| Employer contribution / active EE | $15,619 | $4,906+218.3% | $3,826+308.2% | $4,779+226.8% |
| Participant deferral / active EE | $10,434 | $5,506+89.5% | $4,672+123.3% | $5,609+86.0% |
| Admin fee / account holder | $536 | $11,457-95.3% | $8,547-93.7% | $10,827-95.1% |