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 | $160,007 | $138,065+15.9% | $123,544+29.5% | $135,375+18.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.58% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,678 | $5,151-48.0% | $4,628-42.1% | $4,779-44.0% |
| Participant deferral / active EE | $5,957 | $6,799-12.4% | $6,426-7.3% | $5,609+6.2% |
| Admin fee / account holder | $550 | $10,916-95.0% | $9,284-94.1% | $10,827-94.9% |