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 | $134,223 | $135,635-1.0% | $110,238+21.8% | $135,375-0.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 1.29% | 513.19%-511.9pp | 314.74%-313.5pp | 519.73%-518.4pp |
| Employer contribution / active EE | $12,137 | $4,906+147.4% | $3,826+217.2% | $4,779+154.0% |
| Participant deferral / active EE | $8,153 | $5,506+48.1% | $4,672+74.5% | $5,609+45.4% |
| Admin fee / account holder | $630 | $11,457-94.5% | $8,547-92.6% | $10,827-94.2% |