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 | $242,705 | $180,449+34.5% | $154,107+57.5% | $135,375+79.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.66% | 888.09%-892.7pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $6,595 | $6,035+9.3% | $5,298+24.5% | $4,779+38.0% |
| Participant deferral / active EE | $6,026 | $5,806+3.8% | $5,081+18.6% | $5,609+7.4% |
| Admin fee / account holder | $17,226 | $16,143+6.7% | $13,411+28.4% | $10,827+59.1% |