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 | $164,344 | $138,065+19.0% | $123,544+33.0% | $135,375+21.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.49% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,137 | $5,151-39.1% | $4,628-32.2% | $4,779-34.3% |
| Participant deferral / active EE | $11,527 | $6,799+69.5% | $6,426+79.4% | $5,609+105.5% |
| Admin fee / account holder | $1,673 | $10,916-84.7% | $9,284-82.0% | $10,827-84.5% |