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 | $193,364 | $138,065+40.1% | $123,544+56.5% | $135,375+42.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.57% | 153.68%-155.3pp | 119.20%-120.8pp | 519.73%-521.3pp |
| Employer contribution / active EE | $18,343 | $5,151+256.1% | $4,628+296.4% | $4,779+283.8% |
| Participant deferral / active EE | $9,218 | $6,799+35.6% | $6,426+43.5% | $5,609+64.3% |
| Admin fee / account holder | $5,885 | $10,916-46.1% | $9,284-36.6% | $10,827-45.6% |