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 | $235,523 | $135,635+73.6% | $110,238+113.6% | $135,375+74.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.50% | 513.19%-518.7pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $8,462 | $4,906+72.5% | $3,826+121.1% | $4,779+77.1% |
| Participant deferral / active EE | $6,979 | $5,506+26.7% | $4,672+49.4% | $5,609+24.4% |
| Admin fee / account holder | $3,150 | $11,457-72.5% | $8,547-63.2% | $10,827-70.9% |