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 | $173,108 | $168,632+2.7% | $147,614+17.3% | $125,391+38.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.14% | 77.65%-79.8pp | 61.98%-64.1pp | 282.22%-284.4pp |
| Employer contribution / active EE | $12,423 | $6,252+98.7% | $5,564+123.3% | $4,866+155.3% |
| Participant deferral / active EE | $9,190 | $5,507+66.9% | $4,895+87.7% | $5,352+71.7% |
| Admin fee / account holder | $806 | $13,580-94.1% | $11,611-93.1% | $9,540-91.5% |