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 | $159,529 | $160,055-0.3% | $140,016+13.9% | $135,375+17.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.68% | 911.38%-915.1pp | 651.12%-654.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $4,606 | $6,420-28.3% | $5,606-17.8% | $4,779-3.6% |
| Participant deferral / active EE | $10,622 | $7,642+39.0% | $6,927+53.3% | $5,609+89.4% |
| Admin fee / account holder | $17,256 | $13,328+29.5% | $10,705+61.2% | $10,827+59.4% |