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 | $200,585 | $138,065+45.3% | $123,544+62.4% | $135,375+48.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.16% | 153.68%-160.8pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $5,502 | $5,151+6.8% | $4,628+18.9% | $4,779+15.1% |
| Participant deferral / active EE | $11,870 | $6,799+74.6% | $6,426+84.7% | $5,609+111.6% |
| Admin fee / account holder | $1,389 | $10,916-87.3% | $9,284-85.0% | $10,827-87.2% |