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 | $100,964 | $97,757+3.3% | $83,848+20.4% | $135,375-25.4% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -4.01% | 1287.37%-1291.4pp | 850.88%-854.9pp | 519.73%-523.7pp |
| Employer contribution / active EE | $7,743 | $4,222+83.4% | $3,631+113.3% | $4,779+62.0% |
| Participant deferral / active EE | $10,494 | $4,682+124.1% | $4,082+157.1% | $5,609+87.1% |
| Admin fee / account holder | $23,329 | $6,674+249.6% | $5,478+325.8% | $10,827+115.5% |