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 | $152,563 | $180,449-15.5% | $154,107-1.0% | $135,375+12.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.67% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,711 | $6,035-55.1% | $5,298-48.8% | $4,779-43.3% |
| Participant deferral / active EE | $3,824 | $5,806-34.1% | $5,081-24.7% | $5,609-31.8% |
| Admin fee / account holder | $798 | $16,143-95.1% | $13,411-94.1% | $10,827-92.6% |