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 | $57,253 | $180,449-68.3% | $154,107-62.8% | $135,375-57.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.41% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,030 | $6,035-49.8% | $5,298-42.8% | $4,779-36.6% |
| Participant deferral / active EE | $6,661 | $5,806+14.7% | $5,081+31.1% | $5,609+18.8% |
| Admin fee / account holder | $2,123 | $16,143-86.8% | $13,411-84.2% | $10,827-80.4% |