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 | $103,533 | $180,449-42.6% | $154,107-32.8% | $135,375-23.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.05% | 888.09%-892.1pp | 735.12%-739.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,629 | $6,035-73.0% | $5,298-69.2% | $4,779-65.9% |
| Participant deferral / active EE | $6,327 | $5,806+9.0% | $5,081+24.5% | $5,609+12.8% |
| Admin fee / account holder | $9,325 | $16,143-42.2% | $13,411-30.5% | $10,827-13.9% |