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 | $248,967 | $138,065+80.3% | $123,544+101.5% | $135,375+83.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.16% | 153.68%-158.8pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $5,127 | $5,151-0.5% | $4,628+10.8% | $4,779+7.3% |
| Participant deferral / active EE | $9,296 | $6,799+36.7% | $6,426+44.7% | $5,609+65.7% |
| Admin fee / account holder | $14,906 | $10,916+36.5% | $9,284+60.6% | $10,827+37.7% |