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 | $202,194 | $138,065+46.4% | $123,544+63.7% | $135,375+49.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.31% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,870 | $5,151-63.7% | $4,628-59.6% | $4,779-60.9% |
| Participant deferral / active EE | $10,881 | $6,799+60.0% | $6,426+69.3% | $5,609+94.0% |
| Admin fee / account holder | $10,130 | $10,916-7.2% | $9,284+9.1% | $10,827-6.4% |