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 | $126,031 | $135,635-7.1% | $110,238+14.3% | $135,375-6.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.12% | 513.19%-518.3pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $9,680 | $4,906+97.3% | $3,826+153.0% | $4,779+102.6% |
| Participant deferral / active EE | $19,110 | $5,506+247.0% | $4,672+309.0% | $5,609+240.7% |
| Admin fee / account holder | $16,841 | $11,457+47.0% | $8,547+97.0% | $10,827+55.5% |