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 | $182,339 | $138,065+32.1% | $123,544+47.6% | $135,375+34.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.56% | 153.68%-161.2pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $5,254 | $5,151+2.0% | $4,628+13.5% | $4,779+9.9% |
| Participant deferral / active EE | $13,167 | $6,799+93.7% | $6,426+104.9% | $5,609+134.8% |
| Admin fee / account holder | $2,213 | $10,916-79.7% | $9,284-76.2% | $10,827-79.6% |