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 | $171,440 | $138,065+24.2% | $123,544+38.8% | $135,375+26.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.96% | 153.68%-159.6pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $6,148 | $5,151+19.4% | $4,628+32.9% | $4,779+28.7% |
| Participant deferral / active EE | $16,397 | $6,799+141.2% | $6,426+155.2% | $5,609+192.4% |
| Admin fee / account holder | $793 | $10,916-92.7% | $9,284-91.5% | $10,827-92.7% |