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 | $231,357 | $168,632+37.2% | $147,614+56.7% | $125,391+84.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.34% | 77.65%-79.0pp | 61.98%-63.3pp | 282.22%-283.6pp |
| Employer contribution / active EE | $2,500 | $6,252-60.0% | $5,564-55.1% | $4,866-48.6% |
| Participant deferral / active EE | $12,916 | $5,507+134.5% | $4,895+163.8% | $5,352+141.4% |
| Admin fee / account holder | $3,090 | $13,580-77.2% | $11,611-73.4% | $9,540-67.6% |