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 | $183,668 | $160,055+14.8% | $140,016+31.2% | $135,375+35.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.93% | 911.38%-919.3pp | 651.12%-659.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,400 | $6,420-62.6% | $5,606-57.2% | $4,779-49.8% |
| Participant deferral / active EE | $24,500 | $7,642+220.6% | $6,927+253.7% | $5,609+336.8% |
| Admin fee / account holder | $17,266 | $13,328+29.5% | $10,705+61.3% | $10,827+59.5% |