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 | $172,030 | $138,065+24.6% | $123,544+39.2% | $135,375+27.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.42% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,289 | $5,151-75.0% | $4,628-72.1% | $4,779-73.0% |
| Participant deferral / active EE | $5,256 | $6,799-22.7% | $6,426-18.2% | $5,609-6.3% |
| Admin fee / account holder | $5,273 | $10,916-51.7% | $9,284-43.2% | $10,827-51.3% |