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 | $122,284 | $135,635-9.8% | $110,238+10.9% | $135,375-9.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.99% | 513.19%-519.2pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $11,643 | $4,906+137.3% | $3,826+204.3% | $4,779+143.6% |
| Participant deferral / active EE | $3,067 | $5,506-44.3% | $4,672-34.4% | $5,609-45.3% |
| Admin fee / account holder | $9,767 | $11,457-14.8% | $8,547+14.3% | $10,827-9.8% |