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 | $245,770 | $197,825+24.2% | $155,790+57.8% | $125,391+96.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.68% | 86.74%-87.4pp | 71.54%-72.2pp | 282.22%-282.9pp |
| Employer contribution / active EE | $3,161 | $4,847-34.8% | $3,836-17.6% | $4,866-35.0% |
| Participant deferral / active EE | $5,765 | $5,630+2.4% | $4,797+20.2% | $5,352+7.7% |
| Admin fee / account holder | $741 | $9,545-92.2% | $7,478-90.1% | $9,540-92.2% |