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 | $172,664 | $138,065+25.1% | $123,544+39.8% | $135,375+27.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.47% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,554 | $5,151-50.4% | $4,628-44.8% | $4,779-46.5% |
| Participant deferral / active EE | $14,700 | $6,799+116.2% | $6,426+128.8% | $5,609+162.1% |
| Admin fee / account holder | $1,128 | $10,916-89.7% | $9,284-87.8% | $10,827-89.6% |