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 | $222,769 | $138,065+61.4% | $123,544+80.3% | $135,375+64.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.11% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $4,870 | $5,151-5.5% | $4,628+5.2% | $4,779+1.9% |
| Participant deferral / active EE | $10,613 | $6,799+56.1% | $6,426+65.2% | $5,609+89.2% |
| Admin fee / account holder | $1,518 | $10,916-86.1% | $9,284-83.7% | $10,827-86.0% |