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 | $183,565 | $180,449+1.7% | $154,107+19.1% | $135,375+35.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.62% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.4pp |
| Employer contribution / active EE | $13,121 | $6,035+117.4% | $5,298+147.7% | $4,779+174.6% |
| Participant deferral / active EE | $8,683 | $5,806+49.6% | $5,081+70.9% | $5,609+54.8% |
| Admin fee / account holder | $2,009 | $16,143-87.6% | $13,411-85.0% | $10,827-81.4% |