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 | $200,742 | $138,065+45.4% | $123,544+62.5% | $135,375+48.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.58% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,595 | $5,151-30.2% | $4,628-22.3% | $4,779-24.8% |
| Participant deferral / active EE | $7,917 | $6,799+16.4% | $6,426+23.2% | $5,609+41.1% |
| Admin fee / account holder | $3,057 | $10,916-72.0% | $9,284-67.1% | $10,827-71.8% |