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 | $165,789 | $180,449-8.1% | $154,107+7.6% | $135,375+22.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.11% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $7,442 | $6,035+23.3% | $5,298+40.5% | $4,779+55.7% |
| Participant deferral / active EE | $8,909 | $5,806+53.4% | $5,081+75.4% | $5,609+58.8% |
| Admin fee / account holder | $435 | $16,143-97.3% | $13,411-96.8% | $10,827-96.0% |