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 | $160,850 | $138,065+16.5% | $123,544+30.2% | $135,375+18.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.72% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,812 | $5,151-45.4% | $4,628-39.2% | $4,779-41.2% |
| Participant deferral / active EE | $6,231 | $6,799-8.4% | $6,426-3.0% | $5,609+11.1% |
| Admin fee / account holder | $8,870 | $10,916-18.7% | $9,284-4.5% | $10,827-18.1% |