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 | $196,551 | $138,065+42.4% | $123,544+59.1% | $135,375+45.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.15% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,771 | $5,151-46.2% | $4,628-40.1% | $4,779-42.0% |
| Participant deferral / active EE | $3,917 | $6,799-42.4% | $6,426-39.0% | $5,609-30.2% |
| Admin fee / account holder | $13,904 | $10,916+27.4% | $9,284+49.8% | $10,827+28.4% |