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 | $171,183 | $135,635+26.2% | $110,238+55.3% | $135,375+26.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.09% | 513.19%-521.3pp | 314.74%-322.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $9,937 | $4,906+102.5% | $3,826+159.7% | $4,779+107.9% |
| Participant deferral / active EE | $11,701 | $5,506+112.5% | $4,672+150.4% | $5,609+108.6% |
| Admin fee / account holder | $1,180 | $11,457-89.7% | $8,547-86.2% | $10,827-89.1% |