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 | $178,483 | $138,065+29.3% | $123,544+44.5% | $135,375+31.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.81% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $5,772 | $5,151+12.1% | $4,628+24.7% | $4,779+20.8% |
| Participant deferral / active EE | $14,603 | $6,799+114.8% | $6,426+127.3% | $5,609+160.4% |
| Admin fee / account holder | $1,810 | $10,916-83.4% | $9,284-80.5% | $10,827-83.3% |