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 | $204,595 | $138,065+48.2% | $123,544+65.6% | $135,375+51.1% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -2.20% | 153.68%-155.9pp | 119.20%-121.4pp | 519.73%-521.9pp |
| Employer contribution / active EE | $3,148 | $5,151-38.9% | $4,628-32.0% | $4,779-34.1% |
| Participant deferral / active EE | $8,425 | $6,799+23.9% | $6,426+31.1% | $5,609+50.2% |
| Admin fee / account holder | $43,622 | $10,916+299.6% | $9,284+369.9% | $10,827+302.9% |