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 | $156,648 | $135,635+15.5% | $110,238+42.1% | $135,375+15.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.27% | 513.19%-518.5pp | 314.74%-320.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,762 | $4,906-43.7% | $3,826-27.8% | $4,779-42.2% |
| Participant deferral / active EE | $5,993 | $5,506+8.8% | $4,672+28.3% | $5,609+6.8% |
| Admin fee / account holder | $4,281 | $11,457-62.6% | $8,547-49.9% | $10,827-60.5% |