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 | $210,522 | $180,449+16.7% | $154,107+36.6% | $135,375+55.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.49% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $4,973 | $6,035-17.6% | $5,298-6.1% | $4,779+4.1% |
| Participant deferral / active EE | $5,929 | $5,806+2.1% | $5,081+16.7% | $5,609+5.7% |
| Admin fee / account holder | $950 | $16,143-94.1% | $13,411-92.9% | $10,827-91.2% |