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 7-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 | $144,763 | $138,065+4.9% | $123,544+17.2% | $135,375+6.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.09% | 153.68%-155.8pp | 119.20%-121.3pp | 519.73%-521.8pp |
| Employer contribution / active EE | $5,449 | $5,151+5.8% | $4,628+17.7% | $4,779+14.0% |
| Participant deferral / active EE | $27,500 | $6,799+304.5% | $6,426+328.0% | $5,609+390.3% |
| Admin fee / account holder | $23,957 | $10,916+119.5% | $9,284+158.0% | $10,827+121.3% |