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 | $191,575 | $138,065+38.8% | $123,544+55.1% | $135,375+41.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.39% | 153.68%-156.1pp | 119.20%-121.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $9,708 | $5,151+88.5% | $4,628+109.8% | $4,779+103.2% |
| Participant deferral / active EE | $6,139 | $6,799-9.7% | $6,426-4.5% | $5,609+9.5% |
| Admin fee / account holder | $40,375 | $10,916+269.9% | $9,284+334.9% | $10,827+272.9% |