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 | $237,015 | $138,065+71.7% | $123,544+91.8% | $135,375+75.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.01% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.7pp |
| Employer contribution / active EE | $8,590 | $5,151+66.8% | $4,628+85.6% | $4,779+79.8% |
| Participant deferral / active EE | $5,472 | $6,799-19.5% | $6,426-14.8% | $5,609-2.4% |
| Admin fee / account holder | $1,752 | $10,916-83.9% | $9,284-81.1% | $10,827-83.8% |