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 | $134,832 | $135,635-0.6% | $110,238+22.3% | $135,375-0.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.08% | 513.19%-517.3pp | 314.74%-318.8pp | 519.73%-523.8pp |
| Employer contribution / active EE | $11,913 | $4,906+142.8% | $3,826+211.3% | $4,779+149.3% |
| Participant deferral / active EE | $16,331 | $5,506+196.6% | $4,672+249.5% | $5,609+191.2% |
| Admin fee / account holder | $980 | $11,457-91.4% | $8,547-88.5% | $10,827-90.9% |