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 | $179,806 | $138,065+30.2% | $123,544+45.5% | $135,375+32.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.19% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,131 | $5,151-58.6% | $4,628-54.0% | $4,779-55.4% |
| Participant deferral / active EE | $9,640 | $6,799+41.8% | $6,426+50.0% | $5,609+71.9% |
| Admin fee / account holder | $1,701 | $10,916-84.4% | $9,284-81.7% | $10,827-84.3% |