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 | $236,990 | $168,632+40.5% | $147,614+60.5% | $125,391+89.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.24% | 77.65%-79.9pp | 61.98%-64.2pp | 282.22%-284.5pp |
| Employer contribution / active EE | $3,551 | $6,252-43.2% | $5,564-36.2% | $4,866-27.0% |
| Participant deferral / active EE | $8,130 | $5,507+47.6% | $4,895+66.1% | $5,352+51.9% |
| Admin fee / account holder | $10,764 | $13,580-20.7% | $11,611-7.3% | $9,540+12.8% |