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 | $167,300 | $138,044+21.2% | $125,339+33.5% | $134,475+24.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.90% | 750.33%-751.2pp | 572.05%-573.0pp | 417.96%-418.9pp |
| Employer contribution / active EE | $3,291 | $5,243-37.2% | $4,814-31.6% | $4,740-30.6% |
| Participant deferral / active EE | $14,500 | $7,799+85.9% | $7,446+94.7% | $6,400+126.6% |
| Admin fee / account holder | $17,753 | $11,571+53.4% | $10,010+77.4% | $11,426+55.4% |