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 | $192,988 | $138,065+39.8% | $123,544+56.2% | $135,375+42.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.83% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $6,753 | $5,151+31.1% | $4,628+45.9% | $4,779+41.3% |
| Participant deferral / active EE | $6,308 | $6,799-7.2% | $6,426-1.8% | $5,609+12.5% |
| Admin fee / account holder | $687 | $10,916-93.7% | $9,284-92.6% | $10,827-93.7% |