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 | $109,745 | $168,632-34.9% | $147,614-25.7% | $125,391-12.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.10% | 77.65%-78.7pp | 61.98%-63.1pp | 282.22%-283.3pp |
| Employer contribution / active EE | $11,683 | $6,252+86.9% | $5,564+110.0% | $4,866+140.1% |
| Participant deferral / active EE | $4,478 | $5,507-18.7% | $4,895-8.5% | $5,352-16.3% |
| Admin fee / account holder | $2,879 | $13,580-78.8% | $11,611-75.2% | $9,540-69.8% |