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 | $160,701 | $138,065+16.4% | $123,544+30.1% | $135,375+18.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.85% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $3,799 | $5,151-26.2% | $4,628-17.9% | $4,779-20.5% |
| Participant deferral / active EE | $9,580 | $6,799+40.9% | $6,426+49.1% | $5,609+70.8% |
| Admin fee / account holder | $2,508 | $10,916-77.0% | $9,284-73.0% | $10,827-76.8% |