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 | $183,615 | $160,055+14.7% | $140,016+31.1% | $135,375+35.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.92% | 911.38%-913.3pp | 651.12%-653.0pp | 519.73%-521.7pp |
| Employer contribution / active EE | $4,403 | $6,420-31.4% | $5,606-21.5% | $4,779-7.9% |
| Participant deferral / active EE | $13,646 | $7,642+78.6% | $6,927+97.0% | $5,609+143.3% |
| Admin fee / account holder | $8,786 | $13,328-34.1% | $10,705-17.9% | $10,827-18.9% |