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 | $216,593 | $138,065+56.9% | $123,544+75.3% | $135,375+60.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.58% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,283 | $5,151-55.7% | $4,628-50.7% | $4,779-52.2% |
| Participant deferral / active EE | $8,828 | $6,799+29.8% | $6,426+37.4% | $5,609+57.4% |
| Admin fee / account holder | $15,003 | $10,916+37.4% | $9,284+61.6% | $10,827+38.6% |