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 | $206,295 | $160,055+28.9% | $140,016+47.3% | $135,375+52.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.91% | 911.38%-914.3pp | 651.12%-654.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,101 | $6,420-67.3% | $5,606-62.5% | $4,779-56.0% |
| Participant deferral / active EE | $9,039 | $7,642+18.3% | $6,927+30.5% | $5,609+61.2% |
| Admin fee / account holder | $2,547 | $13,328-80.9% | $10,705-76.2% | $10,827-76.5% |