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 | $72,983 | $180,449-59.6% | $154,107-52.6% | $135,375-46.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.15% | 888.09%-895.2pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $6,831 | $6,035+13.2% | $5,298+28.9% | $4,779+42.9% |
| Participant deferral / active EE | $2,760 | $5,806-52.5% | $5,081-45.7% | $5,609-50.8% |
| Admin fee / account holder | $17,673 | $16,143+9.5% | $13,411+31.8% | $10,827+63.2% |