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 | $163,548 | $160,055+2.2% | $140,016+16.8% | $135,375+20.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.70% | 911.38%-916.1pp | 651.12%-655.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $4,912 | $6,420-23.5% | $5,606-12.4% | $4,779+2.8% |
| Participant deferral / active EE | $6,867 | $7,642-10.1% | $6,927-0.9% | $5,609+22.4% |
| Admin fee / account holder | $581 | $13,328-95.6% | $10,705-94.6% | $10,827-94.6% |