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 | $217,166 | $160,055+35.7% | $140,016+55.1% | $135,375+60.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.74% | 911.38%-918.1pp | 651.12%-657.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $5,024 | $6,420-21.7% | $5,606-10.4% | $4,779+5.1% |
| Participant deferral / active EE | $9,543 | $7,642+24.9% | $6,927+37.8% | $5,609+70.1% |
| Admin fee / account holder | $28,505 | $13,328+113.9% | $10,705+166.3% | $10,827+163.3% |