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 | $163,676 | $160,055+2.3% | $140,016+16.9% | $135,375+20.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.50% | 911.38%-918.9pp | 651.12%-658.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $6,311 | $6,420-1.7% | $5,606+12.6% | $4,779+32.1% |
| Participant deferral / active EE | $8,632 | $7,642+13.0% | $6,927+24.6% | $5,609+53.9% |
| Admin fee / account holder | $6,552 | $13,328-50.8% | $10,705-38.8% | $10,827-39.5% |