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 | $212,067 | $138,065+53.6% | $123,544+71.7% | $135,375+56.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.17% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,318 | $5,151-35.6% | $4,628-28.3% | $4,779-30.6% |
| Participant deferral / active EE | $7,140 | $6,799+5.0% | $6,426+11.1% | $5,609+27.3% |
| Admin fee / account holder | $2,150 | $10,916-80.3% | $9,284-76.8% | $10,827-80.1% |