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 | $169,720 | $138,065+22.9% | $123,544+37.4% | $135,375+25.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.23% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $13,414 | $5,151+160.4% | $4,628+189.9% | $4,779+180.7% |
| Participant deferral / active EE | $13,184 | $6,799+93.9% | $6,426+105.2% | $5,609+135.1% |
| Admin fee / account holder | $20,053 | $10,916+83.7% | $9,284+116.0% | $10,827+85.2% |