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 | $166,246 | $180,449-7.9% | $154,107+7.9% | $135,375+22.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.36% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $4,579 | $6,035-24.1% | $5,298-13.6% | $4,779-4.2% |
| Participant deferral / active EE | $9,573 | $5,806+64.9% | $5,081+88.4% | $5,609+70.7% |
| Admin fee / account holder | $4,908 | $16,143-69.6% | $13,411-63.4% | $10,827-54.7% |