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 | $232,772 | $138,065+68.6% | $123,544+88.4% | $135,375+71.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.23% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $12,758 | $5,151+147.7% | $4,628+175.7% | $4,779+167.0% |
| Participant deferral / active EE | $6,000 | $6,799-11.8% | $6,426-6.6% | $5,609+7.0% |
| Admin fee / account holder | $361 | $10,916-96.7% | $9,284-96.1% | $10,827-96.7% |