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 | $245,082 | $180,449+35.8% | $154,107+59.0% | $135,375+81.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.34% | 888.09%-893.4pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $6,134 | $6,035+1.6% | $5,298+15.8% | $4,779+28.4% |
| Participant deferral / active EE | $3,668 | $5,806-36.8% | $5,081-27.8% | $5,609-34.6% |
| Admin fee / account holder | $22,678 | $16,143+40.5% | $13,411+69.1% | $10,827+109.5% |