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 | $175,261 | $138,065+26.9% | $123,544+41.9% | $135,375+29.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.40% | 153.68%-162.1pp | 119.20%-127.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $12,980 | $5,151+152.0% | $4,628+180.5% | $4,779+171.6% |
| Participant deferral / active EE | $13,890 | $6,799+104.3% | $6,426+116.2% | $5,609+147.6% |
| Admin fee / account holder | $5,977 | $10,916-45.2% | $9,284-35.6% | $10,827-44.8% |