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 | $131,543 | $90,600+45.2% | $79,464+65.5% | $135,375-2.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.71% | 977.43%-983.1pp | 718.14%-723.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,451 | $3,068-52.7% | $2,800-48.2% | $4,779-69.6% |
| Participant deferral / active EE | $10,034 | $4,050+147.7% | $3,704+170.9% | $5,609+78.9% |
| Admin fee / account holder | $906 | $5,907-84.7% | $5,113-82.3% | $10,827-91.6% |