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 | $135,441 | $180,449-24.9% | $154,107-12.1% | $135,3750% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.25% | 888.09%-890.3pp | 735.12%-737.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $7,853 | $6,035+30.1% | $5,298+48.2% | $4,779+64.3% |
| Participant deferral / active EE | $3,225 | $5,806-44.5% | $5,081-36.5% | $5,609-42.5% |
| Admin fee / account holder | $92,565 | $16,143+473.4% | $13,411+590.2% | $10,827+754.9% |