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 | $229,884 | $138,065+66.5% | $123,544+86.1% | $135,375+69.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.13% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $5,079 | $5,151-1.4% | $4,628+9.7% | $4,779+6.3% |
| Participant deferral / active EE | $12,178 | $6,799+79.1% | $6,426+89.5% | $5,609+117.1% |
| Admin fee / account holder | $27,007 | $10,916+147.4% | $9,284+190.9% | $10,827+149.4% |