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 | $178,481 | $180,449-1.1% | $154,107+15.8% | $135,375+31.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.20% | 888.09%-892.3pp | 735.12%-739.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,726 | $6,035-71.4% | $5,298-67.4% | $4,779-63.9% |
| Participant deferral / active EE | $4,132 | $5,806-28.8% | $5,081-18.7% | $5,609-26.3% |
| Admin fee / account holder | $1,142 | $16,143-92.9% | $13,411-91.5% | $10,827-89.5% |