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 | $148,462 | $180,449-17.7% | $154,107-3.7% | $135,375+9.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.41% | 888.09%-890.5pp | 735.12%-737.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $12,823 | $6,035+112.5% | $5,298+142.1% | $4,779+168.3% |
| Participant deferral / active EE | $8,213 | $5,806+41.5% | $5,081+61.7% | $5,609+46.4% |
| Admin fee / account holder | $14,272 | $16,143-11.6% | $13,411+6.4% | $10,827+31.8% |