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 | $225,975 | $180,449+25.2% | $154,107+46.6% | $135,375+66.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.72% | 888.09%-888.8pp | 735.12%-735.8pp | 519.73%-520.5pp |
| Employer contribution / active EE | $5,857 | $6,035-2.9% | $5,298+10.6% | $4,779+22.6% |
| Participant deferral / active EE | $4,679 | $5,806-19.4% | $5,081-7.9% | $5,609-16.6% |
| Admin fee / account holder | $29,661 | $16,143+83.7% | $13,411+121.2% | $10,827+174.0% |