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 | $146,248 | $138,065+5.9% | $123,544+18.4% | $135,375+8.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.61% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $5,319 | $5,151+3.3% | $4,628+14.9% | $4,779+11.3% |
| Participant deferral / active EE | $7,167 | $6,799+5.4% | $6,426+11.5% | $5,609+27.8% |
| Admin fee / account holder | $2,309 | $10,916-78.8% | $9,284-75.1% | $10,827-78.7% |