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 | $164,911 | $138,065+19.4% | $123,544+33.5% | $135,375+21.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.16% | 153.68%-161.8pp | 119.20%-127.4pp | 519.73%-527.9pp |
| Employer contribution / active EE | $8,104 | $5,151+57.3% | $4,628+75.1% | $4,779+69.6% |
| Participant deferral / active EE | $11,083 | $6,799+63.0% | $6,426+72.5% | $5,609+97.6% |
| Admin fee / account holder | $3,874 | $10,916-64.5% | $9,284-58.3% | $10,827-64.2% |