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 | $38,793 | $180,449-78.5% | $154,107-74.8% | $135,375-71.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.47% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $7,144 | $6,035+18.4% | $5,298+34.9% | $4,779+49.5% |
| Participant deferral / active EE | $4,759 | $5,806-18.0% | $5,081-6.3% | $5,609-15.2% |
| Admin fee / account holder | $1,337 | $16,143-91.7% | $13,411-90.0% | $10,827-87.7% |