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 | $147,113 | $138,065+6.6% | $123,544+19.1% | $135,375+8.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.46% | 153.68%-160.1pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $10,452 | $5,151+102.9% | $4,628+125.8% | $4,779+118.7% |
| Participant deferral / active EE | $8,569 | $6,799+26.0% | $6,426+33.4% | $5,609+52.8% |
| Admin fee / account holder | $43,191 | $10,916+295.7% | $9,284+365.2% | $10,827+298.9% |