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 | $128,609 | $90,600+42.0% | $79,464+61.8% | $135,375-5.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.71% | 977.43%-983.1pp | 718.14%-723.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,734 | $3,068+21.7% | $2,800+33.3% | $4,779-21.9% |
| Participant deferral / active EE | $7,767 | $4,050+91.8% | $3,704+109.7% | $5,609+38.5% |
| Admin fee / account holder | $8,763 | $5,907+48.4% | $5,113+71.4% | $10,827-19.1% |