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 | $180,592 | $160,055+12.8% | $140,016+29.0% | $135,375+33.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.70% | 911.38%-914.1pp | 651.12%-653.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $4,671 | $6,420-27.3% | $5,606-16.7% | $4,779-2.3% |
| Participant deferral / active EE | $11,509 | $7,642+50.6% | $6,927+66.1% | $5,609+105.2% |
| Admin fee / account holder | $1,614 | $13,328-87.9% | $10,705-84.9% | $10,827-85.1% |