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 | $160,981 | $180,449-10.8% | $154,107+4.5% | $135,375+18.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.35% | 888.09%-889.4pp | 735.12%-736.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $8,874 | $6,035+47.0% | $5,298+67.5% | $4,779+85.7% |
| Participant deferral / active EE | $8,614 | $5,806+48.4% | $5,081+69.5% | $5,609+53.6% |
| Admin fee / account holder | $65,439 | $16,143+305.4% | $13,411+387.9% | $10,827+504.4% |