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 | $180,423 | $135,635+33.0% | $110,238+63.7% | $135,375+33.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.65% | 513.19%-518.8pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $8,251 | $4,906+68.2% | $3,826+115.6% | $4,779+72.7% |
| Participant deferral / active EE | $6,667 | $5,506+21.1% | $4,672+42.7% | $5,609+18.9% |
| Admin fee / account holder | $667 | $11,457-94.2% | $8,547-92.2% | $10,827-93.8% |