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 | $179,974 | $180,449-0.3% | $154,107+16.8% | $135,375+32.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.67% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $6,763 | $6,035+12.1% | $5,298+27.7% | $4,779+41.5% |
| Participant deferral / active EE | $6,367 | $5,806+9.7% | $5,081+25.3% | $5,609+13.5% |
| Admin fee / account holder | $1,072 | $16,143-93.4% | $13,411-92.0% | $10,827-90.1% |