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 | $142,920 | $160,055-10.7% | $140,016+2.1% | $135,375+5.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.68% | 911.38%-915.1pp | 651.12%-654.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $6,321 | $6,420-1.5% | $5,606+12.8% | $4,779+32.3% |
| Participant deferral / active EE | $5,997 | $7,642-21.5% | $6,927-13.4% | $5,609+6.9% |
| Admin fee / account holder | $72,527 | $13,328+444.2% | $10,705+577.5% | $10,827+569.9% |