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 | $223,903 | $138,065+62.2% | $123,544+81.2% | $135,375+65.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.88% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,227 | $5,151-76.2% | $4,628-73.5% | $4,779-74.3% |
| Participant deferral / active EE | $9,250 | $6,799+36.0% | $6,426+44.0% | $5,609+64.9% |
| Admin fee / account holder | $1,609 | $10,916-85.3% | $9,284-82.7% | $10,827-85.1% |