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 | $171,283 | $160,055+7.0% | $140,016+22.3% | $135,375+26.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -0.59% | 911.38%-912.0pp | 651.12%-651.7pp | 519.73%-520.3pp |
| Employer contribution / active EE | $5,754 | $6,420-10.4% | $5,606+2.6% | $4,779+20.4% |
| Participant deferral / active EE | $9,616 | $7,642+25.8% | $6,927+38.8% | $5,609+71.4% |
| Admin fee / account holder | $40,982 | $13,328+207.5% | $10,705+282.8% | $10,827+278.5% |