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 | $82,740 | $180,449-54.1% | $154,107-46.3% | $135,375-38.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.75% | 888.09%-891.8pp | 735.12%-738.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $3,002 | $6,035-50.3% | $5,298-43.3% | $4,779-37.2% |
| Participant deferral / active EE | $9,438 | $5,806+62.5% | $5,081+85.8% | $5,609+68.3% |
| Admin fee / account holder | $607 | $16,143-96.2% | $13,411-95.5% | $10,827-94.4% |