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 | $222,269 | $138,065+61.0% | $123,544+79.9% | $135,375+64.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.87% | 153.68%-156.6pp | 119.20%-122.1pp | 519.73%-522.6pp |
| Employer contribution / active EE | $11,516 | $5,151+123.5% | $4,628+148.8% | $4,779+141.0% |
| Participant deferral / active EE | $6,563 | $6,799-3.5% | $6,426+2.1% | $5,609+17.0% |
| Admin fee / account holder | $35,222 | $10,916+222.7% | $9,284+279.4% | $10,827+225.3% |