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 | $233,833 | $138,065+69.4% | $123,544+89.3% | $135,375+72.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.46% | 153.68%-156.1pp | 119.20%-121.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $5,155 | $5,151+0.1% | $4,628+11.4% | $4,779+7.9% |
| Participant deferral / active EE | $6,603 | $6,799-2.9% | $6,426+2.8% | $5,609+17.7% |
| Admin fee / account holder | $10,324 | $10,916-5.4% | $9,284+11.2% | $10,827-4.6% |