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 | $142,813 | $180,449-20.9% | $154,107-7.3% | $135,375+5.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.25% | 888.09%-889.3pp | 735.12%-736.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $19,784 | $6,035+227.8% | $5,298+273.5% | $4,779+314.0% |
| Participant deferral / active EE | $8,938 | $5,806+53.9% | $5,081+75.9% | $5,609+59.4% |
| Admin fee / account holder | $1,799 | $16,143-88.9% | $13,411-86.6% | $10,827-83.4% |