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 | $167,106 | $138,065+21.0% | $123,544+35.3% | $135,375+23.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.99% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $9,229 | $5,151+79.2% | $4,628+99.4% | $4,779+93.1% |
| Participant deferral / active EE | $13,034 | $6,799+91.7% | $6,426+102.8% | $5,609+132.4% |
| Admin fee / account holder | $27,675 | $10,916+153.5% | $9,284+198.1% | $10,827+155.6% |