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 | $207,600 | $138,065+50.4% | $123,544+68.0% | $135,375+53.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.72% | 153.68%-155.4pp | 119.20%-120.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $4,962 | $5,151-3.7% | $4,628+7.2% | $4,779+3.8% |
| Participant deferral / active EE | $5,299 | $6,799-22.1% | $6,426-17.5% | $5,609-5.5% |
| Admin fee / account holder | $38,937 | $10,916+256.7% | $9,284+319.4% | $10,827+259.6% |