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 | $174,151 | $168,632+3.3% | $147,614+18.0% | $125,391+38.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.68% | 77.65%-80.3pp | 61.98%-64.7pp | 282.22%-284.9pp |
| Employer contribution / active EE | $10,444 | $6,252+67.0% | $5,564+87.7% | $4,866+114.6% |
| Participant deferral / active EE | $7,027 | $5,507+27.6% | $4,895+43.5% | $5,352+31.3% |
| Admin fee / account holder | $3,546 | $13,580-73.9% | $11,611-69.5% | $9,540-62.8% |