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 | $146,517 | $160,055-8.5% | $140,016+4.6% | $135,375+8.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.86% | 911.38%-916.2pp | 651.12%-656.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,767 | $6,420-56.9% | $5,606-50.6% | $4,779-42.1% |
| Participant deferral / active EE | $7,683 | $7,642+0.5% | $6,927+10.9% | $5,609+37.0% |
| Admin fee / account holder | $8,481 | $13,328-36.4% | $10,705-20.8% | $10,827-21.7% |