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 | $191,468 | $160,055+19.6% | $140,016+36.7% | $135,375+41.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.02% | 911.38%-917.4pp | 651.12%-657.1pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,968 | $6,420-53.8% | $5,606-47.1% | $4,779-37.9% |
| Participant deferral / active EE | $10,724 | $7,642+40.3% | $6,927+54.8% | $5,609+91.2% |
| Admin fee / account holder | $50,690 | $13,328+280.3% | $10,705+373.5% | $10,827+368.2% |