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 | $212,438 | $160,055+32.7% | $140,016+51.7% | $135,375+56.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.06% | 911.38%-916.4pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $6,093 | $6,420-5.1% | $5,606+8.7% | $4,779+27.5% |
| Participant deferral / active EE | $10,087 | $7,642+32.0% | $6,927+45.6% | $5,609+79.8% |
| Admin fee / account holder | $61,246 | $13,328+359.5% | $10,705+472.1% | $10,827+465.7% |