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 | $70,301 | $180,449-61.0% | $154,107-54.4% | $135,375-48.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.12% | 888.09%-891.2pp | 735.12%-738.2pp | 519.73%-522.9pp |
| Employer contribution / active EE | $3,715 | $6,035-38.4% | $5,298-29.9% | $4,779-22.3% |
| Participant deferral / active EE | $3,361 | $5,806-42.1% | $5,081-33.9% | $5,609-40.1% |
| Admin fee / account holder | $1,253 | $16,143-92.2% | $13,411-90.7% | $10,827-88.4% |