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 | $231,269 | $138,065+67.5% | $123,544+87.2% | $135,375+70.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.25% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $4,190 | $5,151-18.7% | $4,628-9.5% | $4,779-12.3% |
| Participant deferral / active EE | $8,838 | $6,799+30.0% | $6,426+37.5% | $5,609+57.6% |
| Admin fee / account holder | $11,257 | $10,916+3.1% | $9,284+21.3% | $10,827+4.0% |