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 | $164,169 | $138,065+18.9% | $123,544+32.9% | $135,375+21.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.78% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $10,011 | $5,151+94.3% | $4,628+116.3% | $4,779+109.5% |
| Participant deferral / active EE | $7,734 | $6,799+13.8% | $6,426+20.4% | $5,609+37.9% |
| Admin fee / account holder | $38,333 | $10,916+251.2% | $9,284+312.9% | $10,827+254.1% |