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 | $185,966 | $160,055+16.2% | $140,016+32.8% | $135,375+37.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.54% | 911.38%-912.9pp | 651.12%-652.7pp | 519.73%-521.3pp |
| Employer contribution / active EE | $6,104 | $6,420-4.9% | $5,606+8.9% | $4,779+27.7% |
| Participant deferral / active EE | $8,665 | $7,642+13.4% | $6,927+25.1% | $5,609+54.5% |
| Admin fee / account holder | $1,433 | $13,328-89.2% | $10,705-86.6% | $10,827-86.8% |