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 | $163,963 | $160,055+2.4% | $140,016+17.1% | $135,375+21.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.60% | 911.38%-914.0pp | 651.12%-653.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $2,937 | $6,420-54.3% | $5,606-47.6% | $4,779-38.5% |
| Participant deferral / active EE | $7,072 | $7,642-7.4% | $6,927+2.1% | $5,609+26.1% |
| Admin fee / account holder | $455 | $13,328-96.6% | $10,705-95.8% | $10,827-95.8% |