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 | $229,489 | $138,065+66.2% | $123,544+85.8% | $135,375+69.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.00% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $8,717 | $5,151+69.2% | $4,628+88.4% | $4,779+82.4% |
| Participant deferral / active EE | $5,965 | $6,799-12.3% | $6,426-7.2% | $5,609+6.3% |
| Admin fee / account holder | $2,511 | $10,916-77.0% | $9,284-72.9% | $10,827-76.8% |