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 | $227,694 | $138,065+64.9% | $123,544+84.3% | $135,375+68.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.71% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $7,219 | $5,151+40.1% | $4,628+56.0% | $4,779+51.1% |
| Participant deferral / active EE | $16,966 | $6,799+149.5% | $6,426+164.0% | $5,609+202.5% |
| Admin fee / account holder | $42,528 | $10,916+289.6% | $9,284+358.1% | $10,827+292.8% |