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 | $181,720 | $180,449+0.7% | $154,107+17.9% | $135,375+34.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.28% | 888.09%-896.4pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,142 | $6,035-64.5% | $5,298-59.6% | $4,779-55.2% |
| Participant deferral / active EE | $4,083 | $5,806-29.7% | $5,081-19.6% | $5,609-27.2% |
| Admin fee / account holder | $2,392 | $16,143-85.2% | $13,411-82.2% | $10,827-77.9% |