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 | $214,104 | $138,065+55.1% | $123,544+73.3% | $135,375+58.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.58% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $13,124 | $5,151+154.8% | $4,628+183.6% | $4,779+174.6% |
| Participant deferral / active EE | $7,474 | $6,799+9.9% | $6,426+16.3% | $5,609+33.3% |
| Admin fee / account holder | $1,389 | $10,916-87.3% | $9,284-85.0% | $10,827-87.2% |