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 | $181,323 | $138,065+31.3% | $123,544+46.8% | $135,375+33.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.50% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $4,671 | $5,151-9.3% | $4,628+0.9% | $4,779-2.2% |
| Participant deferral / active EE | $9,527 | $6,799+40.1% | $6,426+48.3% | $5,609+69.9% |
| Admin fee / account holder | $1,170 | $10,916-89.3% | $9,284-87.4% | $10,827-89.2% |