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 | $228,058 | $138,065+65.2% | $123,544+84.6% | $135,375+68.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.63% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $5,001 | $5,151-2.9% | $4,628+8.1% | $4,779+4.7% |
| Participant deferral / active EE | $3,603 | $6,799-47.0% | $6,426-43.9% | $5,609-35.8% |
| Admin fee / account holder | $5,192 | $10,916-52.4% | $9,284-44.1% | $10,827-52.0% |