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 | $191,897 | $138,065+39.0% | $123,544+55.3% | $135,375+41.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.10% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $4,408 | $5,151-14.4% | $4,628-4.7% | $4,779-7.8% |
| Participant deferral / active EE | $10,648 | $6,799+56.6% | $6,426+65.7% | $5,609+89.8% |
| Admin fee / account holder | $1,193 | $10,916-89.1% | $9,284-87.1% | $10,827-89.0% |