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 | $177,777 | $135,635+31.1% | $110,238+61.3% | $135,375+31.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.21% | 513.19%-513.4pp | 314.74%-314.9pp | 519.73%-519.9pp |
| Employer contribution / active EE | $1,895 | $4,906-61.4% | $3,826-50.5% | $4,779-60.3% |
| Participant deferral / active EE | $2,014 | $5,506-63.4% | $4,672-56.9% | $5,609-64.1% |
| Admin fee / account holder | $16,172 | $11,457+41.2% | $8,547+89.2% | $10,827+49.4% |