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 | $238,338 | $138,065+72.6% | $123,544+92.9% | $135,375+76.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.65% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $4,110 | $5,151-20.2% | $4,628-11.2% | $4,779-14.0% |
| Participant deferral / active EE | $8,722 | $6,799+28.3% | $6,426+35.7% | $5,609+55.5% |
| Admin fee / account holder | $52,541 | $10,916+381.3% | $9,284+465.9% | $10,827+385.3% |