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 | $102,744 | $180,449-43.1% | $154,107-33.3% | $135,375-24.1% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -6.00% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $8,309 | $6,035+37.7% | $5,298+56.9% | $4,779+73.9% |
| Participant deferral / active EE | $8,652 | $5,806+49.0% | $5,081+70.3% | $5,609+54.3% |
| Admin fee / account holder | $5,208 | $16,143-67.7% | $13,411-61.2% | $10,827-51.9% |