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 | $242,014 | $160,055+51.2% | $140,016+72.8% | $135,375+78.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.54% | 911.38%-917.9pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $13,514 | $6,420+110.5% | $5,606+141.1% | $4,779+182.8% |
| Participant deferral / active EE | $14,148 | $7,642+85.1% | $6,927+104.2% | $5,609+152.2% |
| Admin fee / account holder | $4,235 | $13,328-68.2% | $10,705-60.4% | $10,827-60.9% |