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 | $231,347 | $138,065+67.6% | $123,544+87.3% | $135,375+70.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.80% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,855 | $5,151-44.6% | $4,628-38.3% | $4,779-40.3% |
| Participant deferral / active EE | $9,453 | $6,799+39.0% | $6,426+47.1% | $5,609+68.5% |
| Admin fee / account holder | $2,001 | $10,916-81.7% | $9,284-78.4% | $10,827-81.5% |