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 | $206,986 | $160,055+29.3% | $140,016+47.8% | $135,375+52.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.17% | 911.38%-917.5pp | 651.12%-657.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $5,588 | $6,420-13.0% | $5,606-0.3% | $4,779+16.9% |
| Participant deferral / active EE | $6,633 | $7,642-13.2% | $6,927-4.2% | $5,609+18.3% |
| Admin fee / account holder | $1,882 | $13,328-85.9% | $10,705-82.4% | $10,827-82.6% |