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 | $203,303 | $138,065+47.3% | $123,544+64.6% | $135,375+50.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.73% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $7,835 | $5,151+52.1% | $4,628+69.3% | $4,779+64.0% |
| Participant deferral / active EE | $14,638 | $6,799+115.3% | $6,426+127.8% | $5,609+161.0% |
| Admin fee / account holder | $8,588 | $10,916-21.3% | $9,284-7.5% | $10,827-20.7% |