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 | $34,976 | $180,449-80.6% | $154,107-77.3% | $135,375-74.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.16% | 888.09%-890.3pp | 735.12%-737.3pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,847 | $6,035-69.4% | $5,298-65.1% | $4,779-61.4% |
| Participant deferral / active EE | $4,384 | $5,806-24.5% | $5,081-13.7% | $5,609-21.8% |
| Admin fee / account holder | $21,038 | $16,143+30.3% | $13,411+56.9% | $10,827+94.3% |