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 | $202,398 | $180,449+12.2% | $154,107+31.3% | $135,375+49.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.98% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $17,527 | $6,035+190.4% | $5,298+230.9% | $4,779+266.8% |
| Participant deferral / active EE | $10,144 | $5,806+74.7% | $5,081+99.7% | $5,609+80.9% |
| Admin fee / account holder | $57,305 | $16,143+255.0% | $13,411+327.3% | $10,827+429.3% |