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 | $164,413 | $138,065+19.1% | $123,544+33.1% | $135,375+21.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.83% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $2,355 | $5,151-54.3% | $4,628-49.1% | $4,779-50.7% |
| Participant deferral / active EE | $3,901 | $6,799-42.6% | $6,426-39.3% | $5,609-30.5% |
| Admin fee / account holder | $1,977 | $10,916-81.9% | $9,284-78.7% | $10,827-81.7% |