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 | $173,900 | $160,055+8.7% | $140,016+24.2% | $135,375+28.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.34% | 911.38%-916.7pp | 651.12%-656.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,489 | $6,420-61.2% | $5,606-55.6% | $4,779-47.9% |
| Participant deferral / active EE | $6,785 | $7,642-11.2% | $6,927-2.1% | $5,609+21.0% |
| Admin fee / account holder | $2,019 | $13,328-84.9% | $10,705-81.1% | $10,827-81.4% |