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 | $221,181 | $160,055+38.2% | $140,016+58.0% | $135,375+63.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.94% | 911.38%-914.3pp | 651.12%-654.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $4,684 | $6,420-27.0% | $5,606-16.4% | $4,779-2.0% |
| Participant deferral / active EE | $7,907 | $7,642+3.5% | $6,927+14.1% | $5,609+41.0% |
| Admin fee / account holder | $38,868 | $13,328+191.6% | $10,705+263.1% | $10,827+259.0% |