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 | $149,482 | $180,449-17.2% | $154,107-3.0% | $135,375+10.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.77% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $6,538 | $6,035+8.3% | $5,298+23.4% | $4,779+36.8% |
| Participant deferral / active EE | $4,580 | $5,806-21.1% | $5,081-9.9% | $5,609-18.4% |
| Admin fee / account holder | $25,595 | $16,143+58.6% | $13,411+90.9% | $10,827+136.4% |