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 | $144,039 | $138,065+4.3% | $123,544+16.6% | $135,375+6.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.36% | 153.68%-160.0pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,795 | $5,151-45.7% | $4,628-39.6% | $4,779-41.5% |
| Participant deferral / active EE | $10,582 | $6,799+55.6% | $6,426+64.7% | $5,609+88.7% |
| Admin fee / account holder | $17,036 | $10,916+56.1% | $9,284+83.5% | $10,827+57.3% |