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 | $152,023 | $160,055-5.0% | $140,016+8.6% | $135,375+12.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.70% | 911.38%-914.1pp | 651.12%-653.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $8,139 | $6,420+26.8% | $5,606+45.2% | $4,779+70.3% |
| Participant deferral / active EE | $10,246 | $7,642+34.1% | $6,927+47.9% | $5,609+82.7% |
| Admin fee / account holder | $933 | $13,328-93.0% | $10,705-91.3% | $10,827-91.4% |