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 | $176,357 | $138,065+27.7% | $123,544+42.7% | $135,375+30.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.41% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,296 | $5,151-36.0% | $4,628-28.8% | $4,779-31.0% |
| Participant deferral / active EE | $9,637 | $6,799+41.7% | $6,426+50.0% | $5,609+71.8% |
| Admin fee / account holder | $3,935 | $10,916-63.9% | $9,284-57.6% | $10,827-63.7% |