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 | $151,411 | $138,065+9.7% | $123,544+22.6% | $135,375+11.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.73% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,864 | $5,151-25.0% | $4,628-16.5% | $4,779-19.1% |
| Participant deferral / active EE | $7,697 | $6,799+13.2% | $6,426+19.8% | $5,609+37.2% |
| Admin fee / account holder | $2,978 | $10,916-72.7% | $9,284-67.9% | $10,827-72.5% |