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 | $212,624 | $138,065+54.0% | $123,544+72.1% | $135,375+57.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.93% | 153.68%-156.6pp | 119.20%-122.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $4,228 | $5,151-17.9% | $4,628-8.6% | $4,779-11.5% |
| Participant deferral / active EE | $11,889 | $6,799+74.9% | $6,426+85.0% | $5,609+112.0% |
| Admin fee / account holder | $61,873 | $10,916+466.8% | $9,284+566.5% | $10,827+471.5% |