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 | $228,604 | $138,065+65.6% | $123,544+85.0% | $135,375+68.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.41% | 153.68%-156.1pp | 119.20%-121.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $3,798 | $5,151-26.3% | $4,628-17.9% | $4,779-20.5% |
| Participant deferral / active EE | $8,506 | $6,799+25.1% | $6,426+32.4% | $5,609+51.6% |
| Admin fee / account holder | $2,516 | $10,916-76.9% | $9,284-72.9% | $10,827-76.8% |