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 | $43,286 | $180,449-76.0% | $154,107-71.9% | $135,375-68.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.84% | 888.09%-894.9pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,420 | $6,035-59.9% | $5,298-54.3% | $4,779-49.4% |
| Participant deferral / active EE | $7,090 | $5,806+22.1% | $5,081+39.6% | $5,609+26.4% |
| Admin fee / account holder | $1,617 | $16,143-90.0% | $13,411-87.9% | $10,827-85.1% |