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 | $194,458 | $138,065+40.8% | $123,544+57.4% | $135,375+43.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.46% | 153.68%-156.1pp | 119.20%-121.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $9,542 | $5,151+85.2% | $4,628+106.2% | $4,779+99.7% |
| Participant deferral / active EE | $12,921 | $6,799+90.0% | $6,426+101.1% | $5,609+130.4% |
| Admin fee / account holder | $963 | $10,916-91.2% | $9,284-89.6% | $10,827-91.1% |