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 | $184,756 | $180,449+2.4% | $154,107+19.9% | $135,375+36.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.40% | 888.09%-896.5pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $5,558 | $6,035-7.9% | $5,298+4.9% | $4,779+16.3% |
| Participant deferral / active EE | $9,095 | $5,806+56.6% | $5,081+79.0% | $5,609+62.2% |
| Admin fee / account holder | $486 | $16,143-97.0% | $13,411-96.4% | $10,827-95.5% |