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 | $216,828 | $168,632+28.6% | $147,614+46.9% | $125,391+72.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.25% | 77.65%-78.9pp | 61.98%-63.2pp | 282.22%-283.5pp |
| Employer contribution / active EE | $9,150 | $6,252+46.3% | $5,564+64.4% | $4,866+88.0% |
| Participant deferral / active EE | $7,351 | $5,507+33.5% | $4,895+50.2% | $5,352+37.4% |
| Admin fee / account holder | $4,259 | $13,580-68.6% | $11,611-63.3% | $9,540-55.4% |