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 | $200,653 | $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 | -5.58% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $12,345 | $5,151+139.6% | $4,628+166.8% | $4,779+158.3% |
| Participant deferral / active EE | $5,824 | $6,799-14.3% | $6,426-9.4% | $5,609+3.8% |
| Admin fee / account holder | $1,013 | $10,916-90.7% | $9,284-89.1% | $10,827-90.6% |