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 | $219,379 | $138,065+58.9% | $123,544+77.6% | $135,375+62.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.05% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,412 | $5,151-33.8% | $4,628-26.3% | $4,779-28.6% |
| Participant deferral / active EE | $8,530 | $6,799+25.5% | $6,426+32.7% | $5,609+52.1% |
| Admin fee / account holder | $35,358 | $10,916+223.9% | $9,284+280.9% | $10,827+226.6% |