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 | $73,641 | $180,449-59.2% | $154,107-52.2% | $135,375-45.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.70% | 888.09%-892.8pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $10,815 | $6,035+79.2% | $5,298+104.2% | $4,779+126.3% |
| Participant deferral / active EE | $7,059 | $5,806+21.6% | $5,081+39.0% | $5,609+25.9% |
| Admin fee / account holder | $8,486 | $16,143-47.4% | $13,411-36.7% | $10,827-21.6% |