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 | $231,560 | $160,055+44.7% | $140,016+65.4% | $135,375+71.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.01% | 911.38%-915.4pp | 651.12%-655.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $3,574 | $6,420-44.3% | $5,606-36.2% | $4,779-25.2% |
| Participant deferral / active EE | $4,452 | $7,642-41.7% | $6,927-35.7% | $5,609-20.6% |
| Admin fee / account holder | $18,288 | $13,328+37.2% | $10,705+70.8% | $10,827+68.9% |