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 | $184,639 | $138,065+33.7% | $123,544+49.5% | $135,375+36.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.77% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,468 | $5,151-52.1% | $4,628-46.7% | $4,779-48.4% |
| Participant deferral / active EE | $6,697 | $6,799-1.5% | $6,426+4.2% | $5,609+19.4% |
| Admin fee / account holder | $16,474 | $10,916+50.9% | $9,284+77.5% | $10,827+52.2% |