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 | $138,190 | $138,065+0.1% | $123,544+11.9% | $135,375+2.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.44% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $6,010 | $5,151+16.7% | $4,628+29.9% | $4,779+25.8% |
| Participant deferral / active EE | $12,519 | $6,799+84.1% | $6,426+94.8% | $5,609+123.2% |
| Admin fee / account holder | $8,099 | $10,916-25.8% | $9,284-12.8% | $10,827-25.2% |