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 | $202,177 | $160,055+26.3% | $140,016+44.4% | $135,375+49.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.15% | 911.38%-918.5pp | 651.12%-658.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $7,896 | $6,420+23.0% | $5,606+40.9% | $4,779+65.2% |
| Participant deferral / active EE | $6,168 | $7,642-19.3% | $6,927-11.0% | $5,609+10.0% |
| Admin fee / account holder | $3,474 | $13,328-73.9% | $10,705-67.6% | $10,827-67.9% |