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 | $168,038 | $180,449-6.9% | $154,107+9.0% | $135,375+24.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.10% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $6,202 | $6,035+2.8% | $5,298+17.1% | $4,779+29.8% |
| Participant deferral / active EE | $6,787 | $5,806+16.9% | $5,081+33.6% | $5,609+21.0% |
| Admin fee / account holder | $1,472 | $16,143-90.9% | $13,411-89.0% | $10,827-86.4% |