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 | $199,557 | $138,065+44.5% | $123,544+61.5% | $135,375+47.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.57% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $9,595 | $5,151+86.3% | $4,628+107.3% | $4,779+100.8% |
| Participant deferral / active EE | $13,087 | $6,799+92.5% | $6,426+103.7% | $5,609+133.3% |
| Admin fee / account holder | $2,432 | $10,916-77.7% | $9,284-73.8% | $10,827-77.5% |