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 | $182,948 | $138,065+32.5% | $123,544+48.1% | $135,375+35.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.47% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $5,356 | $5,151+4.0% | $4,628+15.7% | $4,779+12.1% |
| Participant deferral / active EE | $7,030 | $6,799+3.4% | $6,426+9.4% | $5,609+25.3% |
| Admin fee / account holder | $9,127 | $10,916-16.4% | $9,284-1.7% | $10,827-15.7% |