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 | $144,969 | $138,065+5.0% | $123,544+17.3% | $135,375+7.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.27% | 153.68%-156.0pp | 119.20%-121.5pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,617 | $5,151-49.2% | $4,628-43.5% | $4,779-45.2% |
| Participant deferral / active EE | $4,050 | $6,799-40.4% | $6,426-37.0% | $5,609-27.8% |
| Admin fee / account holder | $36,123 | $10,916+230.9% | $9,284+289.1% | $10,827+233.6% |