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 | $203,271 | $180,449+12.6% | $154,107+31.9% | $135,375+50.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.22% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-528.0pp |
| Employer contribution / active EE | $6,773 | $6,035+12.2% | $5,298+27.9% | $4,779+41.7% |
| Participant deferral / active EE | $10,914 | $5,806+88.0% | $5,081+114.8% | $5,609+94.6% |
| Admin fee / account holder | $957 | $16,143-94.1% | $13,411-92.9% | $10,827-91.2% |