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 | $230,825 | $135,635+70.2% | $110,238+109.4% | $135,375+70.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.78% | 513.19%-519.0pp | 314.74%-320.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,807 | $4,906-42.8% | $3,826-26.6% | $4,779-41.3% |
| Participant deferral / active EE | $7,883 | $5,506+43.2% | $4,672+68.7% | $5,609+40.5% |
| Admin fee / account holder | $15,714 | $11,457+37.2% | $8,547+83.9% | $10,827+45.1% |