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 | $147,976 | $138,065+7.2% | $123,544+19.8% | $135,375+9.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.89% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $3,439 | $5,151-33.2% | $4,628-25.7% | $4,779-28.0% |
| Participant deferral / active EE | $10,648 | $6,799+56.6% | $6,426+65.7% | $5,609+89.8% |
| Admin fee / account holder | $592 | $10,916-94.6% | $9,284-93.6% | $10,827-94.5% |