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 | $173,742 | $180,449-3.7% | $154,107+12.7% | $135,375+28.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.23% | 888.09%-896.3pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $4,782 | $6,035-20.8% | $5,298-9.7% | $4,779+0.1% |
| Participant deferral / active EE | $4,702 | $5,806-19.0% | $5,081-7.4% | $5,609-16.2% |
| Admin fee / account holder | $1,689 | $16,143-89.5% | $13,411-87.4% | $10,827-84.4% |