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 | $136,460 | $180,449-24.4% | $154,107-11.5% | $135,375+0.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.45% | 888.09%-893.5pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $4,514 | $6,035-25.2% | $5,298-14.8% | $4,779-5.5% |
| Participant deferral / active EE | $6,854 | $5,806+18.0% | $5,081+34.9% | $5,609+22.2% |
| Admin fee / account holder | $2,249 | $16,143-86.1% | $13,411-83.2% | $10,827-79.2% |