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 | $185,436 | $138,065+34.3% | $123,544+50.1% | $135,375+37.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.48% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $11,424 | $5,151+121.8% | $4,628+146.9% | $4,779+139.1% |
| Participant deferral / active EE | $7,213 | $6,799+6.1% | $6,426+12.2% | $5,609+28.6% |
| Admin fee / account holder | $986 | $10,916-91.0% | $9,284-89.4% | $10,827-90.9% |