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 | $125,988 | $104,106+21.0% | $71,086+77.2% | $135,375-6.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.95% | 1256.30%-1265.2pp | 650.59%-659.5pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,658 | $1,485+79.0% | $1,088+144.4% | $4,779-44.4% |
| Participant deferral / active EE | $11,250 | $2,527+345.2% | $1,874+500.2% | $5,609+100.6% |
| Admin fee / account holder | $4,999 | $4,142+20.7% | $3,082+62.2% | $10,827-53.8% |