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 | $184,917 | $138,065+33.9% | $123,544+49.7% | $135,375+36.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.73% | 153.68%-159.4pp | 119.20%-124.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $28,684 | $5,151+456.8% | $4,628+519.8% | $4,779+500.2% |
| Participant deferral / active EE | $11,045 | $6,799+62.4% | $6,426+71.9% | $5,609+96.9% |
| Admin fee / account holder | $5,215 | $10,916-52.2% | $9,284-43.8% | $10,827-51.8% |