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 | $120,612 | $180,449-33.2% | $154,107-21.7% | $135,375-10.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.15% | 888.09%-892.2pp | 735.12%-739.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,937 | $6,035-51.3% | $5,298-44.6% | $4,779-38.5% |
| Participant deferral / active EE | $9,387 | $5,806+61.7% | $5,081+84.8% | $5,609+67.4% |
| Admin fee / account holder | $2,260 | $16,143-86.0% | $13,411-83.1% | $10,827-79.1% |