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 | $171,415 | $138,065+24.2% | $123,544+38.7% | $135,375+26.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.65% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $4,411 | $5,151-14.4% | $4,628-4.7% | $4,779-7.7% |
| Participant deferral / active EE | $10,394 | $6,799+52.9% | $6,426+61.8% | $5,609+85.3% |
| Admin fee / account holder | $11,556 | $10,916+5.9% | $9,284+24.5% | $10,827+6.7% |