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 | $239,450 | $138,065+73.4% | $123,544+93.8% | $135,375+76.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.05% | 153.68%-156.7pp | 119.20%-122.2pp | 519.73%-522.8pp |
| Employer contribution / active EE | $5,019 | $5,151-2.6% | $4,628+8.5% | $4,779+5.0% |
| Participant deferral / active EE | $8,428 | $6,799+24.0% | $6,426+31.2% | $5,609+50.3% |
| Admin fee / account holder | $26,202 | $10,916+140.0% | $9,284+182.2% | $10,827+142.0% |