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 | $160,366 | $138,065+16.2% | $123,544+29.8% | $135,375+18.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.49% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,869 | $5,151-24.9% | $4,628-16.4% | $4,779-19.0% |
| Participant deferral / active EE | $6,170 | $6,799-9.3% | $6,426-4.0% | $5,609+10.0% |
| Admin fee / account holder | $5,228 | $10,916-52.1% | $9,284-43.7% | $10,827-51.7% |