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 | $201,760 | $160,055+26.1% | $140,016+44.1% | $135,375+49.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.89% | 911.38%-919.3pp | 651.12%-659.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $9,000 | $6,420+40.2% | $5,606+60.5% | $4,779+88.3% |
| Participant deferral / active EE | $6,690 | $7,642-12.5% | $6,927-3.4% | $5,609+19.3% |
| Admin fee / account holder | $6,014 | $13,328-54.9% | $10,705-43.8% | $10,827-44.5% |