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 | $154,191 | $160,055-3.7% | $140,016+10.1% | $135,375+13.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.70% | 911.38%-917.1pp | 651.12%-656.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $6,180 | $6,420-3.7% | $5,606+10.2% | $4,779+29.3% |
| Participant deferral / active EE | $16,138 | $7,642+111.2% | $6,927+133.0% | $5,609+187.7% |
| Admin fee / account holder | $1,023 | $13,328-92.3% | $10,705-90.4% | $10,827-90.5% |