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 | $245,438 | $180,449+36.0% | $154,107+59.3% | $135,375+81.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.40% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $5,383 | $6,035-10.8% | $5,298+1.6% | $4,779+12.6% |
| Participant deferral / active EE | $2,956 | $5,806-49.1% | $5,081-41.8% | $5,609-47.3% |
| Admin fee / account holder | $1,599 | $16,143-90.1% | $13,411-88.1% | $10,827-85.2% |