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 | $211,809 | $160,055+32.3% | $140,016+51.3% | $135,375+56.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.19% | 911.38%-913.6pp | 651.12%-653.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $3,414 | $6,420-46.8% | $5,606-39.1% | $4,779-28.6% |
| Participant deferral / active EE | $5,613 | $7,642-26.5% | $6,927-19.0% | $5,609+0.1% |
| Admin fee / account holder | $55,302 | $13,328+314.9% | $10,705+416.6% | $10,827+410.8% |