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 | $228,441 | $138,065+65.5% | $123,544+84.9% | $135,375+68.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.43% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,042 | $5,151-41.0% | $4,628-34.3% | $4,779-36.4% |
| Participant deferral / active EE | $11,718 | $6,799+72.3% | $6,426+82.4% | $5,609+108.9% |
| Admin fee / account holder | $3,411 | $10,916-68.8% | $9,284-63.3% | $10,827-68.5% |