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 | $188,758 | $160,055+17.9% | $140,016+34.8% | $135,375+39.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.65% | 911.38%-917.0pp | 651.12%-656.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $8,951 | $6,420+39.4% | $5,606+59.7% | $4,779+87.3% |
| Participant deferral / active EE | $12,264 | $7,642+60.5% | $6,927+77.0% | $5,609+118.7% |
| Admin fee / account holder | $1,508 | $13,328-88.7% | $10,705-85.9% | $10,827-86.1% |