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 | $243,365 | $135,635+79.4% | $110,238+120.8% | $135,375+79.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.18% | 513.19%-520.4pp | 314.74%-321.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $11,199 | $4,906+128.3% | $3,826+192.7% | $4,779+134.3% |
| Participant deferral / active EE | $5,527 | $5,506+0.4% | $4,672+18.3% | $5,609-1.5% |
| Admin fee / account holder | $11,959 | $11,457+4.4% | $8,547+39.9% | $10,827+10.5% |