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 | $157,080 | $138,065+13.8% | $123,544+27.1% | $135,375+16.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 91.57% | 153.68%-62.1pp | 119.20%-27.6pp | 519.73%-428.2pp |
| Employer contribution / active EE | $3,723 | $5,151-27.7% | $4,628-19.6% | $4,779-22.1% |
| Participant deferral / active EE | $4,403 | $6,799-35.2% | $6,426-31.5% | $5,609-21.5% |
| Admin fee / account holder | $162,789 | $10,916+1391.3% | $9,284+1653.5% | $10,827+1403.5% |