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 | $160,538 | $160,055+0.3% | $140,016+14.7% | $135,375+18.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.74% | 911.38%-918.1pp | 651.12%-657.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $6,756 | $6,420+5.2% | $5,606+20.5% | $4,779+41.4% |
| Participant deferral / active EE | $16,222 | $7,642+112.3% | $6,927+134.2% | $5,609+189.2% |
| Admin fee / account holder | $2,290 | $13,328-82.8% | $10,705-78.6% | $10,827-78.9% |