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 | $207,518 | $138,065+50.3% | $123,544+68.0% | $135,375+53.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.28% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,196 | $5,151-57.4% | $4,628-52.5% | $4,779-54.0% |
| Participant deferral / active EE | $14,650 | $6,799+115.5% | $6,426+128.0% | $5,609+161.2% |
| Admin fee / account holder | $1,388 | $10,916-87.3% | $9,284-85.0% | $10,827-87.2% |