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 | $160,084 | $138,065+15.9% | $123,544+29.6% | $135,375+18.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.51% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $8,278 | $5,151+60.7% | $4,628+78.9% | $4,779+73.2% |
| Participant deferral / active EE | $7,403 | $6,799+8.9% | $6,426+15.2% | $5,609+32.0% |
| Admin fee / account holder | $339 | $10,916-96.9% | $9,284-96.4% | $10,827-96.9% |