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 | $164,667 | $138,065+19.3% | $123,544+33.3% | $135,375+21.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.23% | 153.68%-154.9pp | 119.20%-120.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $1,439 | $5,151-72.1% | $4,628-68.9% | $4,779-69.9% |
| Participant deferral / active EE | $8,768 | $6,799+29.0% | $6,426+36.5% | $5,609+56.3% |
| Admin fee / account holder | $138,281 | $10,916+1166.8% | $9,284+1389.5% | $10,827+1177.2% |