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 | $231,652 | $168,632+37.4% | $147,614+56.9% | $125,391+84.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.59% | 77.65%-78.2pp | 61.98%-62.6pp | 282.22%-282.8pp |
| Employer contribution / active EE | $6,692 | $6,252+7.0% | $5,564+20.3% | $4,866+37.5% |
| Participant deferral / active EE | $7,866 | $5,507+42.8% | $4,895+60.7% | $5,352+47.0% |
| Admin fee / account holder | $2,987 | $13,580-78.0% | $11,611-74.3% | $9,540-68.7% |