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 | $191,795 | $138,065+38.9% | $123,544+55.2% | $135,375+41.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.11% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.8pp |
| Employer contribution / active EE | $5,786 | $5,151+12.3% | $4,628+25.0% | $4,779+21.1% |
| Participant deferral / active EE | $10,161 | $6,799+49.4% | $6,426+58.1% | $5,609+81.2% |
| Admin fee / account holder | $2,422 | $10,916-77.8% | $9,284-73.9% | $10,827-77.6% |