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 | $215,587 | $138,065+56.1% | $123,544+74.5% | $135,375+59.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.53% | 153.68%-153.2pp | 119.20%-118.7pp | 519.73%-519.2pp |
| Employer contribution / active EE | $5,118 | $5,151-0.6% | $4,628+10.6% | $4,779+7.1% |
| Participant deferral / active EE | $9,800 | $6,799+44.1% | $6,426+52.5% | $5,609+74.7% |
| Admin fee / account holder | $4,402 | $10,916-59.7% | $9,284-52.6% | $10,827-59.3% |