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 | $221,765 | $138,065+60.6% | $123,544+79.5% | $135,375+63.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.78% | 153.68%-157.5pp | 119.20%-123.0pp | 519.73%-523.5pp |
| Employer contribution / active EE | $3,601 | $5,151-30.1% | $4,628-22.2% | $4,779-24.6% |
| Participant deferral / active EE | $9,144 | $6,799+34.5% | $6,426+42.3% | $5,609+63.0% |
| Admin fee / account holder | $29,367 | $10,916+169.0% | $9,284+216.3% | $10,827+171.2% |