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 | $57,062 | $180,449-68.4% | $154,107-63.0% | $135,375-57.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.30% | 888.09%-891.4pp | 735.12%-738.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $7,080 | $6,035+17.3% | $5,298+33.6% | $4,779+48.2% |
| Participant deferral / active EE | $2,974 | $5,806-48.8% | $5,081-41.5% | $5,609-47.0% |
| Admin fee / account holder | $5,020 | $16,143-68.9% | $13,411-62.6% | $10,827-53.6% |