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 | $148,340 | $180,449-17.8% | $154,107-3.7% | $135,375+9.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.41% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $17,289 | $6,035+186.5% | $5,298+226.4% | $4,779+261.8% |
| Participant deferral / active EE | $8,932 | $5,806+53.8% | $5,081+75.8% | $5,609+59.2% |
| Admin fee / account holder | $16,178 | $16,143+0.2% | $13,411+20.6% | $10,827+49.4% |