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 | $248,099 | $138,065+79.7% | $123,544+100.8% | $135,375+83.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.42% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $18,981 | $5,151+268.5% | $4,628+310.2% | $4,779+297.2% |
| Participant deferral / active EE | $16,336 | $6,799+140.3% | $6,426+154.2% | $5,609+191.3% |
| Admin fee / account holder | $3,079 | $10,916-71.8% | $9,284-66.8% | $10,827-71.6% |