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 | $231,056 | $180,449+28.0% | $154,107+49.9% | $135,375+70.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.25% | 888.09%-893.3pp | 735.12%-740.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,342 | $6,035-61.2% | $5,298-55.8% | $4,779-51.0% |
| Participant deferral / active EE | $5,922 | $5,806+2.0% | $5,081+16.6% | $5,609+5.6% |
| Admin fee / account holder | $4,255 | $16,143-73.6% | $13,411-68.3% | $10,827-60.7% |