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 | $191,660 | $180,449+6.2% | $154,107+24.4% | $135,375+41.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.40% | 888.09%-891.5pp | 735.12%-738.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,308 | $6,035-78.3% | $5,298-75.3% | $4,779-72.6% |
| Participant deferral / active EE | $6,000 | $5,806+3.3% | $5,081+18.1% | $5,609+7.0% |
| Admin fee / account holder | $1,706 | $16,143-89.4% | $13,411-87.3% | $10,827-84.2% |