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 | $196,958 | $138,065+42.7% | $123,544+59.4% | $135,375+45.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.60% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $7,462 | $5,151+44.9% | $4,628+61.2% | $4,779+56.2% |
| Participant deferral / active EE | $6,370 | $6,799-6.3% | $6,426-0.9% | $5,609+13.6% |
| Admin fee / account holder | $7,275 | $10,916-33.4% | $9,284-21.6% | $10,827-32.8% |