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 | $148,213 | $138,065+7.4% | $123,544+20.0% | $135,375+9.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.84% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $4,971 | $5,151-3.5% | $4,628+7.4% | $4,779+4.0% |
| Participant deferral / active EE | $5,326 | $6,799-21.7% | $6,426-17.1% | $5,609-5.0% |
| Admin fee / account holder | $11,679 | $10,916+7.0% | $9,284+25.8% | $10,827+7.9% |