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 | $166,548 | $160,055+4.1% | $140,016+18.9% | $135,375+23.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.51% | 911.38%-917.9pp | 651.12%-657.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $4,191 | $6,420-34.7% | $5,606-25.2% | $4,779-12.3% |
| Participant deferral / active EE | $13,157 | $7,642+72.2% | $6,927+89.9% | $5,609+134.6% |
| Admin fee / account holder | $2,140 | $13,328-83.9% | $10,705-80.0% | $10,827-80.2% |