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 | $192,251 | $138,065+39.2% | $123,544+55.6% | $135,375+42.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.15% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $7,478 | $5,151+45.2% | $4,628+61.6% | $4,779+56.5% |
| Participant deferral / active EE | $11,710 | $6,799+72.2% | $6,426+82.2% | $5,609+108.8% |
| Admin fee / account holder | $3,583 | $10,916-67.2% | $9,284-61.4% | $10,827-66.9% |