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 8-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 | $122,796 | $180,449-32.0% | $154,107-20.3% | $135,375-9.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.73% | 888.09%-889.8pp | 735.12%-736.8pp | 519.73%-521.5pp |
| Employer contribution / active EE | $5,377 | $6,035-10.9% | $5,298+1.5% | $4,779+12.5% |
| Participant deferral / active EE | $4,507 | $5,806-22.4% | $5,081-11.3% | $5,609-19.6% |
| Admin fee / account holder | $3,305 | $16,143-79.5% | $13,411-75.4% | $10,827-69.5% |