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 | $230,468 | $180,449+27.7% | $154,107+49.6% | $135,375+70.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.12% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.9pp |
| Employer contribution / active EE | $5,460 | $6,035-9.5% | $5,298+3.1% | $4,779+14.3% |
| Participant deferral / active EE | $2,636 | $5,806-54.6% | $5,081-48.1% | $5,609-53.0% |
| Admin fee / account holder | $4,010 | $16,143-75.2% | $13,411-70.1% | $10,827-63.0% |