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 | $168,294 | $180,449-6.7% | $154,107+9.2% | $135,375+24.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.37% | 888.09%-892.5pp | 735.12%-739.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $20,059 | $6,035+232.4% | $5,298+278.6% | $4,779+319.8% |
| Participant deferral / active EE | $11,875 | $5,806+104.5% | $5,081+133.7% | $5,609+111.7% |
| Admin fee / account holder | $249,922 | $16,143+1448.2% | $13,411+1763.6% | $10,827+2208.3% |