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 | $172,380 | $138,065+24.9% | $123,544+39.5% | $135,375+27.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.58% | 153.68%-156.3pp | 119.20%-121.8pp | 519.73%-522.3pp |
| Employer contribution / active EE | $9,606 | $5,151+86.5% | $4,628+107.6% | $4,779+101.0% |
| Participant deferral / active EE | $17,542 | $6,799+158.0% | $6,426+173.0% | $5,609+212.8% |
| Admin fee / account holder | $4,873 | $10,916-55.4% | $9,284-47.5% | $10,827-55.0% |