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 | $150,831 | $138,065+9.2% | $123,544+22.1% | $135,375+11.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.51% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,952 | $5,151-42.7% | $4,628-36.2% | $4,779-38.2% |
| Participant deferral / active EE | $7,802 | $6,799+14.7% | $6,426+21.4% | $5,609+39.1% |
| Admin fee / account holder | $1,148 | $10,916-89.5% | $9,284-87.6% | $10,827-89.4% |