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 | $225,582 | $135,635+66.3% | $110,238+104.6% | $135,375+66.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.04% | 513.19%-518.2pp | 314.74%-319.8pp | 519.73%-524.8pp |
| Employer contribution / active EE | $8,177 | $4,906+66.7% | $3,826+113.7% | $4,779+71.1% |
| Participant deferral / active EE | $7,414 | $5,506+34.6% | $4,672+58.7% | $5,609+32.2% |
| Admin fee / account holder | $1,319 | $11,457-88.5% | $8,547-84.6% | $10,827-87.8% |