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 | $167,329 | $138,065+21.2% | $123,544+35.4% | $135,375+23.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.01% | 153.68%-162.7pp | 119.20%-128.2pp | 519.73%-528.7pp |
| Employer contribution / active EE | $4,650 | $5,151-9.7% | $4,628+0.5% | $4,779-2.7% |
| Participant deferral / active EE | $11,650 | $6,799+71.3% | $6,426+81.3% | $5,609+107.7% |
| Admin fee / account holder | $1,136 | $10,916-89.6% | $9,284-87.8% | $10,827-89.5% |