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 | $227,624 | $135,635+67.8% | $110,238+106.5% | $135,375+68.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.82% | 513.19%-516.0pp | 314.74%-317.6pp | 519.73%-522.6pp |
| Employer contribution / active EE | $32,833 | $4,906+569.2% | $3,826+758.1% | $4,779+587.1% |
| Participant deferral / active EE | $16,333 | $5,506+196.6% | $4,672+249.6% | $5,609+191.2% |
| Admin fee / account holder | $11,037 | $11,457-3.7% | $8,547+29.1% | $10,827+1.9% |