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 | $107,481 | $180,449-40.4% | $154,107-30.3% | $135,375-20.6% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -3.38% | 888.09%-891.5pp | 735.12%-738.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $6,793 | $6,035+12.6% | $5,298+28.2% | $4,779+42.2% |
| Participant deferral / active EE | $18,603 | $5,806+220.4% | $5,081+266.2% | $5,609+231.7% |
| Admin fee / account holder | $20,272 | $16,143+25.6% | $13,411+51.2% | $10,827+87.2% |