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 | $238,796 | $138,065+73.0% | $123,544+93.3% | $135,375+76.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.46% | 153.68%-160.1pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $9,737 | $5,151+89.0% | $4,628+110.4% | $4,779+103.8% |
| Participant deferral / active EE | $2,400 | $6,799-64.7% | $6,426-62.6% | $5,609-57.2% |
| Admin fee / account holder | $17,583 | $10,916+61.1% | $9,284+89.4% | $10,827+62.4% |