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 | $59,058 | $180,449-67.3% | $154,107-61.7% | $135,375-56.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.48% | 888.09%-892.6pp | 735.12%-739.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $6,170 | $6,035+2.2% | $5,298+16.5% | $4,779+29.1% |
| Participant deferral / active EE | $6,649 | $5,806+14.5% | $5,081+30.9% | $5,609+18.6% |
| Admin fee / account holder | $23,116 | $16,143+43.2% | $13,411+72.4% | $10,827+113.5% |