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 | $206,317 | $190,805+8.1% | $159,960+29.0% | $134,475+53.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.13% | 552.23%-569.4pp | 408.60%-425.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $15,233 | $4,995+204.9% | $4,226+260.5% | $4,740+221.4% |
| Participant deferral / active EE | $10,051 | $6,923+45.2% | $6,182+62.6% | $6,400+57.1% |
| Admin fee / account holder | $1,672 | $10,471-84.0% | $8,698-80.8% | $11,426-85.4% |