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 | $187,746 | $135,635+38.4% | $110,238+70.3% | $135,375+38.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.48% | 513.19%-516.7pp | 314.74%-318.2pp | 519.73%-523.2pp |
| Employer contribution / active EE | $4,037 | $4,906-17.7% | $3,826+5.5% | $4,779-15.5% |
| Participant deferral / active EE | $12,156 | $5,506+120.8% | $4,672+160.2% | $5,609+116.7% |
| Admin fee / account holder | $19,908 | $11,457+73.8% | $8,547+132.9% | $10,827+83.9% |