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 | $196,385 | $138,065+42.2% | $123,544+59.0% | $135,375+45.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.23% | 153.68%-156.9pp | 119.20%-122.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $16,667 | $5,151+223.5% | $4,628+260.1% | $4,779+248.8% |
| Participant deferral / active EE | $3,495 | $6,799-48.6% | $6,426-45.6% | $5,609-37.7% |
| Admin fee / account holder | $14,046 | $10,916+28.7% | $9,284+51.3% | $10,827+29.7% |