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 | $217,864 | $138,065+57.8% | $123,544+76.3% | $135,375+60.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.57% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $13,650 | $5,151+165.0% | $4,628+195.0% | $4,779+185.6% |
| Participant deferral / active EE | $11,373 | $6,799+67.3% | $6,426+77.0% | $5,609+102.8% |
| Admin fee / account holder | $9,956 | $10,916-8.8% | $9,284+7.2% | $10,827-8.0% |