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 | $204,997 | $138,065+48.5% | $123,544+65.9% | $135,375+51.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.20% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $5,814 | $5,151+12.9% | $4,628+25.6% | $4,779+21.7% |
| Participant deferral / active EE | $9,954 | $6,799+46.4% | $6,426+54.9% | $5,609+77.5% |
| Admin fee / account holder | $75,025 | $10,916+587.3% | $9,284+708.1% | $10,827+592.9% |