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 | $176,552 | $138,065+27.9% | $123,544+42.9% | $135,375+30.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.21% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,753 | $5,151-46.6% | $4,628-40.5% | $4,779-42.4% |
| Participant deferral / active EE | $13,040 | $6,799+91.8% | $6,426+102.9% | $5,609+132.5% |
| Admin fee / account holder | $2,671 | $10,916-75.5% | $9,284-71.2% | $10,827-75.3% |