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 | $202,423 | $138,065+46.6% | $123,544+63.8% | $135,375+49.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.80% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $9,758 | $5,151+89.4% | $4,628+110.9% | $4,779+104.2% |
| Participant deferral / active EE | $11,759 | $6,799+73.0% | $6,426+83.0% | $5,609+109.7% |
| Admin fee / account holder | $9,829 | $10,916-10.0% | $9,284+5.9% | $10,827-9.2% |