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 | $160,623 | $160,055+0.4% | $140,016+14.7% | $135,375+18.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.46% | 911.38%-914.8pp | 651.12%-654.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,633 | $6,420-59.0% | $5,606-53.0% | $4,779-44.9% |
| Participant deferral / active EE | $6,474 | $7,642-15.3% | $6,927-6.5% | $5,609+15.4% |
| Admin fee / account holder | $626 | $13,328-95.3% | $10,705-94.2% | $10,827-94.2% |