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 | $224,543 | $168,632+33.2% | $147,614+52.1% | $125,391+79.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.04% | 77.65%-77.7pp | 61.98%-62.0pp | 282.22%-282.3pp |
| Employer contribution / active EE | $5,592 | $6,252-10.6% | $5,564+0.5% | $4,866+14.9% |
| Participant deferral / active EE | $4,416 | $5,507-19.8% | $4,895-9.8% | $5,352-17.5% |
| Admin fee / account holder | $2,156 | $13,580-84.1% | $11,611-81.4% | $9,540-77.4% |