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 | $199,880 | $160,055+24.9% | $140,016+42.8% | $135,375+47.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.87% | 911.38%-918.3pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $5,037 | $6,420-21.5% | $5,606-10.1% | $4,779+5.4% |
| Participant deferral / active EE | $7,431 | $7,642-2.8% | $6,927+7.3% | $5,609+32.5% |
| Admin fee / account holder | $1,066 | $13,328-92.0% | $10,705-90.0% | $10,827-90.2% |