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 | $182,916 | $180,449+1.4% | $154,107+18.7% | $135,375+35.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.71% | 888.09%-890.8pp | 735.12%-737.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $2,986 | $6,035-50.5% | $5,298-43.6% | $4,779-37.5% |
| Participant deferral / active EE | $11,842 | $5,806+104.0% | $5,081+133.1% | $5,609+111.1% |
| Admin fee / account holder | $5,665 | $16,143-64.9% | $13,411-57.8% | $10,827-47.7% |