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 | $190,990 | $180,449+5.8% | $154,107+23.9% | $135,375+41.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.86% | 888.09%-893.9pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $19,833 | $6,035+228.6% | $5,298+274.4% | $4,779+315.0% |
| Participant deferral / active EE | $11,259 | $5,806+93.9% | $5,081+121.6% | $5,609+100.7% |
| Admin fee / account holder | $28,386 | $16,143+75.8% | $13,411+111.7% | $10,827+162.2% |