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 | $95,768 | $82,664+15.9% | $125,339-23.6% | $68,494+39.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 193.78% | -5.97%+199.8pp | 572.05%-378.3pp | -7.84%+201.6pp |
| Employer contribution / active EE | $8,103 | $3,381+139.7% | $4,814+68.3% | $2,596+212.1% |
| Participant deferral / active EE | $2,969 | $6,110-51.4% | $7,446-60.1% | $4,027-26.3% |
| Admin fee / account holder | $111,950 | $6,275+1683.9% | $10,010+1018.4% | $5,403+1972.1% |