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 | $247,969 | $180,449+37.4% | $154,107+60.9% | $135,375+83.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.01% | 888.09%-892.1pp | 735.12%-739.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $3,747 | $6,035-37.9% | $5,298-29.3% | $4,779-21.6% |
| Participant deferral / active EE | $13,930 | $5,806+139.9% | $5,081+174.2% | $5,609+148.4% |
| Admin fee / account holder | $2,220 | $16,143-86.2% | $13,411-83.4% | $10,827-79.5% |