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 | $179,475 | $180,449-0.5% | $154,107+16.5% | $135,375+32.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.00% | 888.09%-893.1pp | 735.12%-740.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $8,256 | $6,035+36.8% | $5,298+55.8% | $4,779+72.8% |
| Participant deferral / active EE | $6,353 | $5,806+9.4% | $5,081+25.0% | $5,609+13.3% |
| Admin fee / account holder | $4,234 | $16,143-73.8% | $13,411-68.4% | $10,827-60.9% |