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 | $199,957 | $180,449+10.8% | $154,107+29.8% | $135,375+47.7% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -7.82% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,821 | $6,035-53.3% | $5,298-46.8% | $4,779-41.0% |
| Participant deferral / active EE | $10,775 | $5,806+85.6% | $5,081+112.1% | $5,609+92.1% |
| Admin fee / account holder | $23,234 | $16,143+43.9% | $13,411+73.2% | $10,827+114.6% |