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 | $179,027 | $180,449-0.8% | $154,107+16.2% | $135,375+32.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.23% | 888.09%-896.3pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $11,360 | $6,035+88.2% | $5,298+114.4% | $4,779+137.7% |
| Participant deferral / active EE | $6,469 | $5,806+11.4% | $5,081+27.3% | $5,609+15.3% |
| Admin fee / account holder | $2,330 | $16,143-85.6% | $13,411-82.6% | $10,827-78.5% |