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 | $212,073 | $138,065+53.6% | $123,544+71.7% | $135,375+56.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.43% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,844 | $5,151-44.8% | $4,628-38.5% | $4,779-40.5% |
| Participant deferral / active EE | $8,080 | $6,799+18.8% | $6,426+25.7% | $5,609+44.1% |
| Admin fee / account holder | $9,849 | $10,916-9.8% | $9,284+6.1% | $10,827-9.0% |