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 | $235,316 | $138,065+70.4% | $123,544+90.5% | $135,375+73.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.28% | 153.68%-156.0pp | 119.20%-121.5pp | 519.73%-522.0pp |
| Employer contribution / active EE | $7,658 | $5,151+48.7% | $4,628+65.5% | $4,779+60.3% |
| Participant deferral / active EE | $5,141 | $6,799-24.4% | $6,426-20.0% | $5,609-8.3% |
| Admin fee / account holder | $46,805 | $10,916+328.8% | $9,284+404.2% | $10,827+332.3% |