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 | $161,970 | $138,065+17.3% | $123,544+31.1% | $135,375+19.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.79% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $11,900 | $5,151+131.0% | $4,628+157.1% | $4,779+149.0% |
| Participant deferral / active EE | $8,431 | $6,799+24.0% | $6,426+31.2% | $5,609+50.3% |
| Admin fee / account holder | $1,415 | $10,916-87.0% | $9,284-84.8% | $10,827-86.9% |