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 | $226,144 | $160,055+41.3% | $140,016+61.5% | $135,375+67.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.35% | 911.38%-912.7pp | 651.12%-652.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $4,509 | $6,420-29.8% | $5,606-19.6% | $4,779-5.6% |
| Participant deferral / active EE | $10,543 | $7,642+38.0% | $6,927+52.2% | $5,609+88.0% |
| Admin fee / account holder | $2,583 | $13,328-80.6% | $10,705-75.9% | $10,827-76.1% |