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 | $144,439 | $138,065+4.6% | $123,544+16.9% | $135,375+6.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.42% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $4,208 | $5,151-18.3% | $4,628-9.1% | $4,779-11.9% |
| Participant deferral / active EE | $9,017 | $6,799+32.6% | $6,426+40.3% | $5,609+60.8% |
| Admin fee / account holder | $882 | $10,916-91.9% | $9,284-90.5% | $10,827-91.9% |