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 | $154,106 | $138,065+11.6% | $123,544+24.7% | $135,375+13.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.34% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,810 | $5,151-26.0% | $4,628-17.7% | $4,779-20.3% |
| Participant deferral / active EE | $12,150 | $6,799+78.7% | $6,426+89.1% | $5,609+116.6% |
| Admin fee / account holder | $482 | $10,916-95.6% | $9,284-94.8% | $10,827-95.6% |