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 | $232,185 | $138,065+68.2% | $123,544+87.9% | $135,375+71.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.60% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $14,732 | $5,151+186.0% | $4,628+218.3% | $4,779+208.3% |
| Participant deferral / active EE | $11,981 | $6,799+76.2% | $6,426+86.5% | $5,609+113.6% |
| Admin fee / account holder | $17,671 | $10,916+61.9% | $9,284+90.3% | $10,827+63.2% |