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 | $179,072 | $160,055+11.9% | $140,016+27.9% | $135,375+32.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.22% | 911.38%-918.6pp | 651.12%-658.3pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,837 | $6,420-40.2% | $5,606-31.6% | $4,779-19.7% |
| Participant deferral / active EE | $9,337 | $7,642+22.2% | $6,927+34.8% | $5,609+66.5% |
| Admin fee / account holder | $8,525 | $13,328-36.0% | $10,705-20.4% | $10,827-21.3% |