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 | $173,278 | $138,065+25.5% | $123,544+40.3% | $135,375+28.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.14% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $5,687 | $5,151+10.4% | $4,628+22.9% | $4,779+19.0% |
| Participant deferral / active EE | $6,635 | $6,799-2.4% | $6,426+3.3% | $5,609+18.3% |
| Admin fee / account holder | $1,565 | $10,916-85.7% | $9,284-83.1% | $10,827-85.5% |