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 | $145,638 | $180,449-19.3% | $154,107-5.5% | $135,375+7.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.74% | 888.09%-890.8pp | 735.12%-737.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $6,330 | $6,035+4.9% | $5,298+19.5% | $4,779+32.5% |
| Participant deferral / active EE | $2,276 | $5,806-60.8% | $5,081-55.2% | $5,609-59.4% |
| Admin fee / account holder | $20,030 | $16,143+24.1% | $13,411+49.4% | $10,827+85.0% |