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 | $140,427 | $138,065+1.7% | $123,544+13.7% | $135,375+3.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.48% | 153.68%-157.2pp | 119.20%-122.7pp | 519.73%-523.2pp |
| Employer contribution / active EE | $7,963 | $5,151+54.6% | $4,628+72.1% | $4,779+66.6% |
| Participant deferral / active EE | $5,424 | $6,799-20.2% | $6,426-15.6% | $5,609-3.3% |
| Admin fee / account holder | $62,619 | $10,916+473.7% | $9,284+574.5% | $10,827+478.4% |