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 | $52,112 | $180,449-71.1% | $154,107-66.2% | $135,375-61.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.43% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,301 | $6,035-45.3% | $5,298-37.7% | $4,779-30.9% |
| Participant deferral / active EE | $9,578 | $5,806+65.0% | $5,081+88.5% | $5,609+70.8% |
| Admin fee / account holder | $15,769 | $16,143-2.3% | $13,411+17.6% | $10,827+45.6% |