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 | $185,755 | $160,055+16.1% | $140,016+32.7% | $135,375+37.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.72% | 911.38%-916.1pp | 651.12%-655.8pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,941 | $6,420-54.2% | $5,606-47.5% | $4,779-38.5% |
| Participant deferral / active EE | $2,748 | $7,642-64.0% | $6,927-60.3% | $5,609-51.0% |
| Admin fee / account holder | $3,615 | $13,328-72.9% | $10,705-66.2% | $10,827-66.6% |