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 | $234,965 | $138,065+70.2% | $123,544+90.2% | $135,375+73.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.98% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,250 | $5,151-36.9% | $4,628-29.8% | $4,779-32.0% |
| Participant deferral / active EE | $12,037 | $6,799+77.0% | $6,426+87.3% | $5,609+114.6% |
| Admin fee / account holder | $746 | $10,916-93.2% | $9,284-92.0% | $10,827-93.1% |