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 | $188,696 | $138,065+36.7% | $123,544+52.7% | $135,375+39.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.03% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $14,027 | $5,151+172.3% | $4,628+203.1% | $4,779+193.5% |
| Participant deferral / active EE | $7,785 | $6,799+14.5% | $6,426+21.2% | $5,609+38.8% |
| Admin fee / account holder | $3,042 | $10,916-72.1% | $9,284-67.2% | $10,827-71.9% |