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 | $185,513 | $160,055+15.9% | $140,016+32.5% | $135,375+37.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.26% | 911.38%-919.6pp | 651.12%-659.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,646 | $6,420-43.2% | $5,606-35.0% | $4,779-23.7% |
| Participant deferral / active EE | $8,250 | $7,642+8.0% | $6,927+19.1% | $5,609+47.1% |
| Admin fee / account holder | $2,752 | $13,328-79.4% | $10,705-74.3% | $10,827-74.6% |