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 | $142,660 | $180,449-20.9% | $154,107-7.4% | $135,375+5.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.94% | 888.09%-895.0pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $4,776 | $6,035-20.9% | $5,298-9.9% | $4,779-0.1% |
| Participant deferral / active EE | $6,955 | $5,806+19.8% | $5,081+36.9% | $5,609+24.0% |
| Admin fee / account holder | $4,721 | $16,143-70.8% | $13,411-64.8% | $10,827-56.4% |