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 | $236,244 | $138,065+71.1% | $123,544+91.2% | $135,375+74.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.47% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,713 | $5,151-27.9% | $4,628-19.8% | $4,779-22.3% |
| Participant deferral / active EE | $10,347 | $6,799+52.2% | $6,426+61.0% | $5,609+84.5% |
| Admin fee / account holder | $12,141 | $10,916+11.2% | $9,284+30.8% | $10,827+12.1% |