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 | $161,120 | $138,065+16.7% | $123,544+30.4% | $135,375+19.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.50% | 153.68%-162.2pp | 119.20%-127.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,037 | $5,151-60.5% | $4,628-56.0% | $4,779-57.4% |
| Participant deferral / active EE | $3,608 | $6,799-46.9% | $6,426-43.9% | $5,609-35.7% |
| Admin fee / account holder | $963 | $10,916-91.2% | $9,284-89.6% | $10,827-91.1% |