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 | $218,527 | $135,635+61.1% | $110,238+98.2% | $135,375+61.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.40% | 513.19%-513.6pp | 314.74%-315.1pp | 519.73%-520.1pp |
| Employer contribution / active EE | $5,990 | $4,906+22.1% | $3,826+56.5% | $4,779+25.3% |
| Participant deferral / active EE | $6,747 | $5,506+22.5% | $4,672+44.4% | $5,609+20.3% |
| Admin fee / account holder | $16,466 | $11,457+43.7% | $8,547+92.6% | $10,827+52.1% |