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 | $132,225 | $180,449-26.7% | $154,107-14.2% | $135,375-2.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.35% | 888.09%-896.4pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,064 | $6,035-65.8% | $5,298-61.0% | $4,779-56.8% |
| Participant deferral / active EE | $5,394 | $5,806-7.1% | $5,081+6.2% | $5,609-3.8% |
| Admin fee / account holder | $1,757 | $16,143-89.1% | $13,411-86.9% | $10,827-83.8% |