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 | $248,128 | $135,635+82.9% | $110,238+125.1% | $135,375+83.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.36% | 513.19%-517.5pp | 314.74%-319.1pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,698 | $4,906-45.0% | $3,826-29.5% | $4,779-43.5% |
| Participant deferral / active EE | $7,680 | $5,506+39.5% | $4,672+64.4% | $5,609+36.9% |
| Admin fee / account holder | $119,404 | $11,457+942.2% | $8,547+1297.0% | $10,827+1002.8% |