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 | $220,480 | $180,449+22.2% | $154,107+43.1% | $135,375+62.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.02% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,973 | $6,035-67.3% | $5,298-62.8% | $4,779-58.7% |
| Participant deferral / active EE | $10,145 | $5,806+74.7% | $5,081+99.7% | $5,609+80.9% |
| Admin fee / account holder | $3,122 | $16,143-80.7% | $13,411-76.7% | $10,827-71.2% |