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 | $54,993 | $168,632-67.4% | $147,614-62.7% | $125,391-56.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.61% | 77.65%-79.3pp | 61.98%-63.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $7,643 | $6,252+22.2% | $5,564+37.4% | $4,866+57.1% |
| Participant deferral / active EE | $6,648 | $5,507+20.7% | $4,895+35.8% | $5,352+24.2% |
| Admin fee / account holder | $14,276 | $13,580+5.1% | $11,611+23.0% | $9,540+49.6% |