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 | $232,961 | $138,065+68.7% | $123,544+88.6% | $135,375+72.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.28% | 153.68%-157.0pp | 119.20%-122.5pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,826 | $5,151-45.2% | $4,628-38.9% | $4,779-40.9% |
| Participant deferral / active EE | $5,063 | $6,799-25.5% | $6,426-21.2% | $5,609-9.7% |
| Admin fee / account holder | $4,275 | $10,916-60.8% | $9,284-54.0% | $10,827-60.5% |