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 | $53,228 | $180,449-70.5% | $154,107-65.5% | $135,375-60.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.10% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,454 | $6,035-59.3% | $5,298-53.7% | $4,779-48.7% |
| Participant deferral / active EE | $6,056 | $5,806+4.3% | $5,081+19.2% | $5,609+8.0% |
| Admin fee / account holder | $2,083 | $16,143-87.1% | $13,411-84.5% | $10,827-80.8% |