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 | $76,943 | $180,449-57.4% | $154,107-50.1% | $135,375-43.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.19% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,222 | $6,035-63.2% | $5,298-58.1% | $4,779-53.5% |
| Participant deferral / active EE | $4,771 | $5,806-17.8% | $5,081-6.1% | $5,609-14.9% |
| Admin fee / account holder | $1,379 | $16,143-91.5% | $13,411-89.7% | $10,827-87.3% |