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 | $219,606 | $180,449+21.7% | $154,107+42.5% | $135,375+62.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.72% | 888.09%-894.8pp | 735.12%-741.8pp | 519.73%-526.5pp |
| Employer contribution / active EE | $4,158 | $6,035-31.1% | $5,298-21.5% | $4,779-13.0% |
| Participant deferral / active EE | $3,797 | $5,806-34.6% | $5,081-25.3% | $5,609-32.3% |
| Admin fee / account holder | $4,531 | $16,143-71.9% | $13,411-66.2% | $10,827-58.1% |