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 | $212,644 | $180,449+17.8% | $154,107+38.0% | $135,375+57.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.21% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $8,842 | $6,035+46.5% | $5,298+66.9% | $4,779+85.0% |
| Participant deferral / active EE | $7,548 | $5,806+30.0% | $5,081+48.6% | $5,609+34.6% |
| Admin fee / account holder | $1,694 | $16,143-89.5% | $13,411-87.4% | $10,827-84.4% |