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 | $182,023 | $135,635+34.2% | $110,238+65.1% | $135,375+34.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.83% | 513.19%-518.0pp | 314.74%-319.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $3,854 | $4,906-21.4% | $3,826+0.7% | $4,779-19.3% |
| Participant deferral / active EE | $8,833 | $5,506+60.4% | $4,672+89.1% | $5,609+57.5% |
| Admin fee / account holder | $12,523 | $11,457+9.3% | $8,547+46.5% | $10,827+15.7% |