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 | $179,753 | $138,065+30.2% | $123,544+45.5% | $135,375+32.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.96% | 153.68%-158.6pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,424 | $5,151-52.9% | $4,628-47.6% | $4,779-49.3% |
| Participant deferral / active EE | $3,627 | $6,799-46.7% | $6,426-43.6% | $5,609-35.3% |
| Admin fee / account holder | $46,604 | $10,916+326.9% | $9,284+402.0% | $10,827+330.4% |