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 | $227,186 | $180,449+25.9% | $154,107+47.4% | $135,375+67.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.02% | 888.09%-892.1pp | 735.12%-739.1pp | 519.73%-523.8pp |
| Employer contribution / active EE | $12,131 | $6,035+101.0% | $5,298+129.0% | $4,779+153.9% |
| Participant deferral / active EE | $8,507 | $5,806+46.5% | $5,081+67.4% | $5,609+51.7% |
| Admin fee / account holder | $48,040 | $16,143+197.6% | $13,411+258.2% | $10,827+343.7% |