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 | $194,261 | $138,065+40.7% | $123,544+57.2% | $135,375+43.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.77% | 153.68%-161.5pp | 119.20%-127.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,122 | $5,151-39.4% | $4,628-32.5% | $4,779-34.7% |
| Participant deferral / active EE | $7,016 | $6,799+3.2% | $6,426+9.2% | $5,609+25.1% |
| Admin fee / account holder | $9,313 | $10,916-14.7% | $9,284+0.3% | $10,827-14.0% |