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 | $113,716 | $168,632-32.6% | $147,614-23.0% | $125,391-9.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.99% | 77.65%-79.6pp | 61.98%-64.0pp | 282.22%-284.2pp |
| Employer contribution / active EE | $13,812 | $6,252+120.9% | $5,564+148.2% | $4,866+183.8% |
| Participant deferral / active EE | $13,709 | $5,507+148.9% | $4,895+180.0% | $5,352+156.2% |
| Admin fee / account holder | $1,497 | $13,580-89.0% | $11,611-87.1% | $9,540-84.3% |