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 | $203,329 | $138,065+47.3% | $123,544+64.6% | $135,375+50.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.82% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,901 | $5,151-43.7% | $4,628-37.3% | $4,779-39.3% |
| Participant deferral / active EE | $13,362 | $6,799+96.5% | $6,426+107.9% | $5,609+138.2% |
| Admin fee / account holder | $2,911 | $10,916-73.3% | $9,284-68.6% | $10,827-73.1% |