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 | $182,011 | $138,065+31.8% | $123,544+47.3% | $135,375+34.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.03% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $4,367 | $5,151-15.2% | $4,628-5.6% | $4,779-8.6% |
| Participant deferral / active EE | $11,198 | $6,799+64.7% | $6,426+74.3% | $5,609+99.6% |
| Admin fee / account holder | $49,464 | $10,916+353.1% | $9,284+432.8% | $10,827+356.9% |