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 | $190,791 | $168,632+13.1% | $147,614+29.2% | $125,391+52.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.61% | 77.65%-80.3pp | 61.98%-64.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $2,387 | $6,252-61.8% | $5,564-57.1% | $4,866-50.9% |
| Participant deferral / active EE | $4,667 | $5,507-15.3% | $4,895-4.7% | $5,352-12.8% |
| Admin fee / account holder | $4,826 | $13,580-64.5% | $11,611-58.4% | $9,540-49.4% |