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 | $181,584 | $160,055+13.5% | $140,016+29.7% | $135,375+34.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.29% | 911.38%-914.7pp | 651.12%-654.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,218 | $6,420-65.4% | $5,606-60.4% | $4,779-53.6% |
| Participant deferral / active EE | $8,949 | $7,642+17.1% | $6,927+29.2% | $5,609+59.6% |
| Admin fee / account holder | $6,797 | $13,328-49.0% | $10,705-36.5% | $10,827-37.2% |