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 | $222,464 | $180,449+23.3% | $154,107+44.4% | $135,375+64.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.41% | 888.09%-896.5pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $8,115 | $6,035+34.5% | $5,298+53.2% | $4,779+69.8% |
| Participant deferral / active EE | $4,602 | $5,806-20.7% | $5,081-9.4% | $5,609-17.9% |
| Admin fee / account holder | $4,804 | $16,143-70.2% | $13,411-64.2% | $10,827-55.6% |