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 | $177,852 | $138,065+28.8% | $123,544+44.0% | $135,375+31.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.44% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $18,317 | $5,151+255.6% | $4,628+295.8% | $4,779+283.3% |
| Participant deferral / active EE | $11,558 | $6,799+70.0% | $6,426+79.9% | $5,609+106.1% |
| Admin fee / account holder | $456 | $10,916-95.8% | $9,284-95.1% | $10,827-95.8% |