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 | $233,356 | $168,632+38.4% | $147,614+58.1% | $125,391+86.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.18% | 77.65%-79.8pp | 61.98%-64.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,566 | $6,252-59.0% | $5,564-53.9% | $4,866-47.3% |
| Participant deferral / active EE | $3,108 | $5,507-43.6% | $4,895-36.5% | $5,352-41.9% |
| Admin fee / account holder | $21,708 | $13,580+59.9% | $11,611+87.0% | $9,540+127.5% |