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 | $155,983 | $138,065+13.0% | $123,544+26.3% | $135,375+15.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.81% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $5,129 | $5,151-0.4% | $4,628+10.8% | $4,779+7.3% |
| Participant deferral / active EE | $4,497 | $6,799-33.9% | $6,426-30.0% | $5,609-19.8% |
| Admin fee / account holder | $3,347 | $10,916-69.3% | $9,284-63.9% | $10,827-69.1% |