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 | $196,018 | $180,449+8.6% | $154,107+27.2% | $135,375+44.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.43% | 888.09%-891.5pp | 735.12%-738.5pp | 519.73%-523.2pp |
| Employer contribution / active EE | $8,619 | $6,035+42.8% | $5,298+62.7% | $4,779+80.4% |
| Participant deferral / active EE | $9,013 | $5,806+55.2% | $5,081+77.4% | $5,609+60.7% |
| Admin fee / account holder | $5,607 | $16,143-65.3% | $13,411-58.2% | $10,827-48.2% |