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 | $167,230 | $160,055+4.5% | $140,016+19.4% | $135,375+23.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.79% | 911.38%-915.2pp | 651.12%-654.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $5,346 | $6,420-16.7% | $5,606-4.6% | $4,779+11.9% |
| Participant deferral / active EE | $9,901 | $7,642+29.6% | $6,927+42.9% | $5,609+76.5% |
| Admin fee / account holder | $16,491 | $13,328+23.7% | $10,705+54.0% | $10,827+52.3% |