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 | $198,900 | $138,065+44.1% | $123,544+61.0% | $135,375+46.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.19% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $21,710 | $5,151+321.4% | $4,628+369.1% | $4,779+354.3% |
| Participant deferral / active EE | $16,035 | $6,799+135.8% | $6,426+149.5% | $5,609+185.9% |
| Admin fee / account holder | $8,995 | $10,916-17.6% | $9,284-3.1% | $10,827-16.9% |