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 | $188,414 | $138,065+36.5% | $123,544+52.5% | $135,375+39.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.68% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,251 | $5,151-56.3% | $4,628-51.4% | $4,779-52.9% |
| Participant deferral / active EE | $13,251 | $6,799+94.9% | $6,426+106.2% | $5,609+136.3% |
| Admin fee / account holder | $30,982 | $10,916+183.8% | $9,284+233.7% | $10,827+186.2% |