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 | $248,003 | $138,065+79.6% | $123,544+100.7% | $135,375+83.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.65% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,655 | $5,151-48.5% | $4,628-42.6% | $4,779-44.4% |
| Participant deferral / active EE | $7,347 | $6,799+8.1% | $6,426+14.3% | $5,609+31.0% |
| Admin fee / account holder | $6,628 | $10,916-39.3% | $9,284-28.6% | $10,827-38.8% |