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 | $232,485 | $160,055+45.3% | $140,016+66.0% | $135,375+71.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.08% | 911.38%-920.5pp | 651.12%-660.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $4,787 | $6,420-25.4% | $5,606-14.6% | $4,779+0.2% |
| Participant deferral / active EE | $10,720 | $7,642+40.3% | $6,927+54.8% | $5,609+91.1% |
| Admin fee / account holder | $1,605 | $13,328-88.0% | $10,705-85.0% | $10,827-85.2% |