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 | $155,523 | $160,055-2.8% | $140,016+11.1% | $135,375+14.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.96% | 911.38%-916.3pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $12,996 | $6,420+102.4% | $5,606+131.8% | $4,779+171.9% |
| Participant deferral / active EE | $11,744 | $7,642+53.7% | $6,927+69.5% | $5,609+109.4% |
| Admin fee / account holder | $19,980 | $13,328+49.9% | $10,705+86.6% | $10,827+84.5% |