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 | $163,184 | $180,449-9.6% | $154,107+5.9% | $135,375+20.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.84% | 888.09%-890.9pp | 735.12%-738.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $5,791 | $6,035-4.0% | $5,298+9.3% | $4,779+21.2% |
| Participant deferral / active EE | $3,226 | $5,806-44.4% | $5,081-36.5% | $5,609-42.5% |
| Admin fee / account holder | $1,945 | $16,143-87.9% | $13,411-85.5% | $10,827-82.0% |