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 | $233,122 | $160,055+45.7% | $140,016+66.5% | $135,375+72.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.79% | 911.38%-913.2pp | 651.12%-652.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $5,054 | $6,420-21.3% | $5,606-9.8% | $4,779+5.8% |
| Participant deferral / active EE | $8,953 | $7,642+17.2% | $6,927+29.2% | $5,609+59.6% |
| Admin fee / account holder | $46,499 | $13,328+248.9% | $10,705+334.4% | $10,827+329.5% |