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 | $233,057 | $138,065+68.8% | $123,544+88.6% | $135,375+72.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.52% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $4,467 | $5,151-13.3% | $4,628-3.5% | $4,779-6.5% |
| Participant deferral / active EE | $8,921 | $6,799+31.2% | $6,426+38.8% | $5,609+59.0% |
| Admin fee / account holder | $13,162 | $10,916+20.6% | $9,284+41.8% | $10,827+21.6% |