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 | $245,232 | $180,449+35.9% | $154,107+59.1% | $135,375+81.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.19% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,533 | $6,035-58.0% | $5,298-52.2% | $4,779-47.0% |
| Participant deferral / active EE | $6,280 | $5,806+8.2% | $5,081+23.6% | $5,609+12.0% |
| Admin fee / account holder | $3,661 | $16,143-77.3% | $13,411-72.7% | $10,827-66.2% |